Job Summary Job Description What is the opportunity?
We have an exciting opportunity for an Administrator to join our Britol/Cheltenham office on a permanent basis.
The Administrator will play an integral role in daily administration for the office function by providing support to the team.
You will be responsible for a variety of administrative duties ranging from documentation preparation to money transfers.
What will you do?
Assist with the daily administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
Production of suitability reports and the management of investment managements review cycles.
Communicating with Advisers and clients where necessary.
Preparation and processing of all new client documentation and amendments.
Monitoring the transfers of assets/cash to or from other institutions.
ISA subscriptions and transfers.
Processing of payments.
Liaising with colleagues within Business Support regarding administration of client accounts.
What do you need to succeed?
Must-have Previous administration experience is essential – additional training will be provided.
Previous administration experience within wealth management, or a related sector is highly desirable for one of the opportunities (Though we would still like to hear from you if this isn't the case).
Intermediate knowledge of MS Word/Excel/Outlook preferred.
Nice-to-have A proactive individual who is naturally efficient, organised, can manage their own time well and competent at working to deadlines.
Clear and concise communication skills – oral and written, with ability to communicate professionally with clients and colleagues.
Reliable and enthusiastic individual with a strong sense of integrity 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.
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 additio nal details.
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: ST JAMES HOUSE, SAINT JAMES' SQUARE:CHELTENHAM City: Cheltenham Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-11-20 Application Deadline: 2024-12-04 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion 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.
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Please let us know if you need any accommodations during the recruitment process.
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