Job Summary
Job Description
What is the opportunity?
We have an exciting opportunity to join our Shrewsbury office as an Administrator on a permanent basis.
In this position you will assist with the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
What will you do?
• Communicate with Financial Advisers and clients.
• Prioritize the preparation and processing of all new client documentation and amendments.
• Monitoring of transfers of assets/cash from other institutions.
• Monitor ISA subscriptions and transfers.
• Process payments for the business and clients.
• Liaising with colleagues within Business Support regarding administration of client accounts.
• Ensuring client details and reviews are recorded correctly on systems.
• General record keeping and electronic filing.
• Advocate and adhere to the Conduct Risk standards.
What do you need to succeed?
Must-have
• Proven experience within administration is essential – additional training will be provided.
Nice to have
* Previous administration experience within financial services.
* Intermediate knowledge of MS Word/Excel/Outlook.
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.
* Flexible working and hybrid options fully supported.
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:
STATION STREET:NOTTINGHAM
City:
Nottingham
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-10-16
Application Deadline:
2024-10-30
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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