Overview
Wealth Management Administrator – Nottingham Jobs in Hamilton, Canada at RBC
Join RBC’s high-performing Wealth Management team in Nottingham as a Wealth Administrator. Deliver exceptional service and seamless administration for client accounts while enhancing your skills.
In this integral role, you will support Wealth Managers by handling day-to-day administration duties, including processing client documentation. Your attention to detail will ensure accurate record-keeping while also facilitating asset transfers and ISA subscriptions as needed.
Key Responsibilities:
• Communicate effectively with Wealth Managers and Associates
• Prepare and process new client documentation
• Monitor asset and cash transfers from other institutions
• Support clients with ISA subscriptions and transfers
• Maintain accurate electronic records and filings
Requirements:
• Experience in Wealth Management administration
• Strong attention to detail and initiative
• Intermediate knowledge of Office 365 Suite is a plus
• Willingness to pursue relevant qualifications
• Ability to thrive in a collaborative environment
Enhance your administration skills and service delivery within RBC’s dynamic Wealth Management group.
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Title: Wealth Management Administrator – Nottingham
Company: RBC
Location: Hamilton, Canada
Category: