Job Description
We have an exciting opportunity for a Senior Wealth Administrator to join the team in Bath on a 12 month FTC basis. The role will assist with and oversee 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.
Prepare and process all new client documentation and amendments.
Monitor transfers of assets/cash from other institutions.
Support with ISA subscriptions and transfers.
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.
Supports business development activities.
Assist with the running of projects for the office where appropriate, and to show leadership by volunteering to be champions/ambassadors.
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 – oral and written.
Ability to meet deadlines/work within restricted timescales.
Nice-to-have
Studying towards a relevant Level 3 qualification.
Developing knowledge of Wealth Management and the Financial Services sector.
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 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 additional details.
Job Skills
Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork
Additional Job Details
Address:
QUEEN SQUARE PLACE:BATH
City:
Bath
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
What will you do?
Communicate with Financial Advisers and clients.
Prepare and process all new client documentation and amendments.
Monitor transfers of assets/cash from other institutions.
Support with ISA subscriptions and transfers.
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.
Supports business development activities.
Assist with the running of projects for the office where appropriate, and to show leadership by volunteering to be champions/ambassadors.
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 – oral and written.
Ability to meet deadlines/work within restricted timescales.
Nice-to-have
Studying towards a relevant Level 3 qualification.
Developing knowledge of Wealth Management and the Financial Services sector.
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 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 additional details.
Job Skills
Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork
Additional Job Details
Address:
QUEEN SQUARE PLACE:BATH
City:
Bath
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
💡 Quick Summary
Seeking a career-building opportunity? The Senior Wealth Administrator position is now open for candidates interested in the Bank Jobs sector. This role in Bristol offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.