Wealth Administrator

Job Overview

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Shrewsbury office on a permanent basis. The successful candidate will play an integral role in the day‑to‑day ongoing administration of client accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals who strive to achieve great results while constantly learning and adapting to improving systems and working practices.

• 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 and cash from other institutions.
• Support ISA subscriptions and transfers.
• Process payments for clients.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly in systems.
• 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.

• 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 or 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 do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. 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.

RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail. Join our Talent Community to stay in‑the‑know about great career opportunities n up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Posted:  | Final date to receive applications: