Wealth Administrator

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office.

The successful candidate will play an integral role in the day‑to‑day ongoing administration of clients’ accounts. This is a busy and varied role and no two days will be the same. You will provide the best possible service to our colleagues and clients as part of a cohort of like‑minded individuals who strive to achieve great results while constantly learning and adapting to improving systems and working practices.

Employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements (effective mid‑September 2025).

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

• Experience in administration within the discretionary wealth management sector preferred.
• Intermediate knowledge of Office 365 Suite and Outlook essential.
• Excellent attention to detail.
• Proactive individual.

• Awareness of MiFID II legislative framework.

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.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor to any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so, and in any event does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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

Address: 144 MORRISON STREET:

EDINBURGH

City:
Edinburgh

Country:
United Kingdom

Work hours/week: 35

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date: 2025‑09‑03

Final date to receive applications: 2026‑03‑02 (applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications)

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.