Overview

Wealth Management Administrator – Nottingham Jobs in Markham, 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: Markham, Canada

Category:

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