Wealth Administrator

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a permanent basis.

The successful candidate will play an integral role in the day-to-day ongoing administration of client’s 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 practises.

You will be a team player who enjoys multi-tasking and using own initiative to problem-solve, adapts well to change and who thrives in a busy environment, working to tight deadlines.

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.

What will you do?

• Communicate with Wealth Managers and their Associates, providing support with administration duties.

• Communicating (both in writing and verbally) with clients and third parties, such as solicitors, accountants, SIPP and Offshore bond providers and IFAs

• Arranging mail merges (both via post and email)

• Booking Client Advice Review Calls and Meetings, sending out and processing Client Risk Questionnaires

• Preparing and processing Client Advice Proposals and Client Advice Reviews in line with team process via Microsoft Teams, liaising internally with Business Standards Department to amend reviews where remediation required

• Preparation and processing of all new direct and agent client documentation for individuals, trusts and corporate accounts to include account opening / closing, W8 Bens/W8-IMYs/Withholding Statements, Fee amendments, generating reports, tracking transfers in/out/internal via internal custody and settlement system (Avaloq), processing domestic and international payments, following the internal bereavement process, arranging ISA Subscriptions and ISA APS transfers, completing Large Receipt Forms, adding connections and bank details in Client Relationship Management system, recording and escalating operating events in line with company process, restructuring accounts to link/delink in internal systems

• Develop broad internal network and liaise with colleagues within Business Support regarding administration of client accounts.

• Ensure client details and reviews are recorded correctly on systems.

• Overseeing and monitoring of transfers of assets/cash from other institutions via internal custody and settlement system and transfer dashboard

• Maintaining accurate client records on Client Relationship Management system and team databases, resolving Change Logs, recording new business opportunities

• General record keeping and electronic filing.

• Collaborating across London and regional offices to learn from other teams and share best practice

• Able to take responsibility for remediation projects and guide team to achieve timely completion

• Adhering to Conduct Risk standards.

What do you need to succeed?

Must-have

• Intermediate knowledge of Office 365 Suite and Outlook essential

• Excellent attention to detail

• Proactive individual, with a solution-focus

• A proven track record of wide-ranging administrative experience in a Client Facing Team, within the private client wealth management sector is essential.

• A proven track record of excellent client service is essential.

• Experience of speaking to clients and third parties and resolving basic day-to-day queries is essential.

• Proven track record of building a clear understanding of all business areas and maintaining an effective network of strong working relationships with colleagues across the business is essential.

Nice-to-have

• Awareness of MiFID II legislative framework

• Experience of writing Client Advice Reviews and Client Advice Proposals is preferred.

• Experience of using Client Engage, Avaloq, Eximius and Power BI would be an advantage.

Skills

• Excellent attention to detail, maintaining accuracy when completing written and numerical tasks.

• Excellent communicator, with clear and concise oral and written skills, and ability to communicate professionally with clients and colleagues.

• Takes accountability for own work, with ability to meet deadlines/work within restricted timescales

• Ability to work well under pressure and to multitask.

• Ability to work effectively for multiple colleagues with different personalities.

• Able to prioritise workload and identify when support is required to achieve goals.

• Quick learner, with a positive, solution focused mindset and able to adapt to new processes and to identify efficiencies

• Proficient in problem-solving and using own initiative to resolve administrative challenges

• Ability to work collaboratively and positively as part of a focused sub-team, with collective responsibility for ensuring the smooth running of the team’s administration

• Flexible and reliable team member, willing to support and train other members of the team as required.

• Enjoys variety in role, keen to learn new skills and committed to ongoing personal development.

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.

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 additional 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

16 ST HELEN'S PLACE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-03-032026-03-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

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 at RBC. Qualified applicants may be contacted to review their resume in more detail.