Wealth Administrator
Description
This is a permanent full-time opportunity for a Wealth Administrator to join the Wealth Management team in RBC's London office. The role involves integral support for CAR writing, providing service to colleagues and clients, and continuously adapting to improving systems and work practices.
What We're Looking For
Communicate with Wealth Managers and their Associates, providing support with administration duties.,Prepare and process all new client documentation and amendments.,Complete Client Annual Reviews (CARs).,Monitor transfers of assets/cash from other institutions.,Support ISA subscriptions and transfers.,Process payments for clients.,Liaise with Business Support regarding administration of client accounts.,Ensure client details and reviews are recorded correctly on systems.,General record keeping and electronic filing.,Adhere to Conduct Risk standards.
Ideal Candidate
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 (nice-to-have).
Hard Skills
Soft Skills
Work Hours
35 hours/week
Benefits
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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