What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Exeter office on a 12 month Fixed Term Contract 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 where 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 and ensure the smooth running and growth of the office.
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, clients, external Financial Advisers and other professional contacts.
Preparation and processing of all new client documentation and existing client amendments.
Process and monitor transfers of assets/cash from other institutions.
Support ISA subscriptions and transfers.
Processing withdrawal instructions/cash movements.
Liaise with colleagues within Business Support regarding administration of client accounts.
Ensure client details and reviews are recorded correctly on systems.
General record keeping and electronic filing.
Adhering to Conduct Risk standards.
What do you need to succeed?
Must-have
Experience in administration with good organisational skills
Intermediate knowledge of Office 365 Suite and Outlook essential
Excellent attention to detail
Proactive individual
Ability to work within a team but equally able to work on own initiative
Ability to meet deadlines/work within restricted timescales.
Nice-to-have
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
VANTAGE POINT, WOODWATER PARK, PYNES HILL:EXETER
Exeter
United Kingdom
35
Full time
WEALTH MANAGEMENT
Contract (Fixed Term)
Salaried
2026-07-07
2026-07-21
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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.
