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Wealth Admin Assistant: Client Reviews & Documentation

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: RBC Brewin Dolphin
Full Time position
Listed on 2026-02-03
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: Greater London

A leading wealth management firm based in London is seeking a Wealth Administrator Assistant to join their team. This permanent role involves assisting in the Client Annual Review Process, managing diaries, and supporting Wealth Managers with administrative duties. Candidates should have experience in the discretionary wealth management sector, good written English skills, and intermediate knowledge of Office 365. The position offers a dynamic work environment where you can make a meaningful impact.
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