Wealth Administrator

We have an exciting opportunity for a Wealth Administrator to join our high performing Wealth Management team in our Lincoln office.

In this pivotal role, you'll be the backbone of our day to day client account operations, ensuring seamless administration and exceptional service delivery.

As part of the collaborative team of driven professionals, you'll contribute to outstanding outcomes while embracing continuous learning and innovation.

RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.

Responsibilities

• Communicate with Wealth Managers and their Associates, providing support with administration duties.
• Preparation and processing of all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments clients.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• General record keeping and electronic filing.
• Adhering to Conduct Risk standards.

Qualifications Must-have

• Interest in administration within Wealth Management.
• Excellent attention to detail.
• Ability to work on own initiative to achieve required results.

Nice-to-have

• Intermediate knowledge of Office 365 Suite and Outlook.
• Willingness to work to obtain qualifications relevant to the role.

Benefits

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.

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 Information

Address: 995 Doddington Road, Lincoln, United Kingdom.
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried