Wealth Administrator

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join our high performing Wealth Management team in our Leeds office.

In this pivotal role, you’ll be the backbone of our day to day client account operations, ensuring seamless administration and exceptional service delivery.

As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.

*RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.*

What will you do?

• Communicate with Wealth Managers and their Associates, providing support with administration duties.
• Preparation and processing of all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments clients.
• 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.
• Adhering to Conduct Risk standards.

What do you need to succeed?

Must-have

• Interest in administration within Wealth Management.
• Excellent attention to detail.
• Ability to work on own initiative to achieve required results.

Nice-to-have

• Intermediate knowledge of Office 365 Suite and Outlook.
• Willingness to work to obtain qualifications relevant to the role.

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.

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.*

*#RBCBD*

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:

10 WELLINGTON PLACE:LEEDS

City:

Leeds

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-08

Application Deadline:

2026-04-22

Note: *Applications will be accepted until 11:59 PM on the day prior to the application deadline date above*