Wealth Administrator

**Job Summary**

**What is the opportunity?**

We have an exciting opportunity to join our team in Lincoln as a Wealth Administrator on a 6-month fixed term contract. This role assists with the day-to-day administration for the team and provides support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

**What will you do?**
- Communicate with Financial Advisers and clients.
- Prepare and process all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support with ISA subscriptions and transfers.
- Process payments clients.
- Liaise with colleagues within Business Support regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on our systems.
- General record keeping and electronic filing.
- Adhering to Conduct Risk standards.

**What do you need to succeed?**

**Must-have**
- Previous administration experience.
- Intermediate knowledge of MS Word/Excel/Outlook.
- Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
- Clear and concise communication skills - Both oral and written.

**Nice-to-have**
- Ability work to obtain qualifications relevant to the industry.

**What is in it for you?**

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible working options fully supported.

**Agency Notice**
- RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only_ pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay _fees related to unsolicited resumés. Please contact the Recruitment function for additio_nal _details._

RBCBD

**Job Skills**

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

**Additional Job Details**

**Address**:
995 DODDINGTON ROAD:LINCOLN

**City**:
Lincoln

**Country**:
United Kingdom

**Work hours/week**:
35

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Contract (Fixed Term)

**Pay Type**:
Salaried

**Posted Date**:
2025-04-25

**Application Deadline**:
2025-05-09

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.