Social network you want to login/join with:
RBC Brewin Dolphin – Senior Wealth Administrator (Charities), Leeds
Client: Royal Bank of Canada
Location: Leeds, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: cdd1668c82dd
Job Views: 9
Posted: 24.04.2025
Expiry Date: 08.06.2025
Job Description:
Job Summary
What is the opportunity?
We have an exciting opportunity for a Senior Wealth Administrator to join the Charities team in Leeds on a permanent basis. The role will assist with and oversee the day-to-day administration for the team and support senior colleagues in various tasks to ensure smooth operations.
What will you do?
* Communicate with Financial Advisers and clients.
* Prepare and process new client documentation and amendments.
* Monitor asset and cash transfers from other institutions.
* Support ISA subscriptions and transfers.
* Liaise with colleagues regarding client account administration.
* Ensure accurate recording of client details and reviews.
* Maintain records and electronic files.
* Support office projects and volunteer as a leader or ambassador where appropriate.
What do you need to succeed?
Must-have
* Previous administration experience.
* Intermediate knowledge of MS Word, Excel, Outlook.
* Strong attention to detail.
* Clear and concise communication skills, both oral and written.
* Ability to meet deadlines within restricted timescales.
Nice-to-have
* Studying towards a relevant Level 3 qualification.
* Developing knowledge of Wealth Management and Financial Services sector.
What is in it for you?
We thrive on the challenge to be our best, fostering growth and collaboration to deliver trusted advice that helps clients thrive and communities prosper. We value support, development, and making a lasting impact in a dynamic, high-performing team with flexible working options.
Agency Notice:
RBC Group does not accept agency resumes. Please do not forward resumes to employees or other locations. We only pay agency fees where prior agreements exist. Contact our Recruitment for more 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:
Address: 10 WELLINGTON PLACE, LEEDS
City: Leeds
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-04-14
Application Deadline: 2025-04-28
Note: Applications accepted until 11:59 PM on the day prior to the deadline.
Inclusion and Equal Opportunity Employment: We promote a diverse, inclusive workplace supporting growth, innovation, and collaboration, fostering respect, belonging, and opportunity for all.
Join our Talent Community for updates on jobs, tips, and events. Discover how we use passion and drive to enhance well-being at jobs.rbc.com.
#J-18808-Ljbffr