Overview
Wealth Administrator in Exeter Jobs in Calgary, Canada at RBC
Join RBC as a Wealth Administrator in Exeter for a 12-month Fixed Term Contract. This role demands strong organizational skills and a proactive approach to client account management.
You will manage the administration of client accounts, working closely with Wealth Managers and external advisers. Expected tasks include preparing client documentation, processing cash transfers, supporting ISA subscriptions, and ensuring accuracy in records. Excellent attention to detail and the ability to meet deadlines are crucial for success in this busy position.
Key Responsibilities:
• Communicate with Wealth Managers and clients effectively
• Prepare and process client documentation and amendments
• Monitor asset transfers and cash movements
• Support ISA subscriptions and transfers efficiently
• Ensure accurate client details are recorded in systems
Requirements:
• Experience in administration with strong organizational skills
• Intermediate knowledge of Office 365 and Outlook
• Excellent attention to detail and proactive mindset
• Ability to meet deadlines under pressure
• Team player with initiative to work independently
Utilize detailed administration skills and proactive service in the dynamic setting of RBC’s Wealth Management team.
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Title: Wealth Administrator in Exeter
Company: RBC
Location: Calgary, Canada
Category: