Shrewsbury, England, United Kingdom · Hybrid
Job Description What is the opportunity? We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Shrewsbury office on a permanent basis. The successful candidate will play an …
Skills: Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented
Sepang, Selangor, Malaysia · On-site
Job Description What is the opportunity? Do you thrive in working in an interactive team environment? Are you a quick learner of systems, have strong organizational, time management, analytical, written and spoken commun…
Skills: Credit Analysis, Transaction Management, Financial Statement Analysis, Risk Management, Corporate Lending
Dartmouth, Nova Scotia, Canada · On-site
Job Description What will you do? Communicate with clients to learn about their needs and help them achieve their goals Provide professional advice and education with an ability to address complex credit and investment n…
Skills: Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset
Chicago, Illinois, United States · On-site
$55k–$105k/yr
Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our US Wealth Management Banking and Lending team! As a Banking and Lending Product Suppor…
Skills: Collateral Management, Collections Management, Confidentiality, Credit Analysis, Data Entry
Toronto, Ontario, Canada · On-site
Job Description Director, Product Management & Strategy – AI & Digital Transformation What is the opportunity? As a Director, Product Management & Strategy within the RBC AI Group, you will define and drive the AI produc…
Skills: Product management, Strategic leadership, AI strategy, Digital transformation, Financial services
Birmingham, England, United Kingdom · Hybrid
Job Description What is the opportunity? We have a fantastic opportunity available for a Wealth Paraplanner to join our Birmingham office on a permanent basis. This role is designed for someone eager to drive impact in a…
Skills: Financial Planning, Estate Planning, Trusts, Offshore Bonds, Pensions
Thompson, Manitoba, Canada · On-site
Job Description What is the opportunity? As an RBC Investment and Retirement Planner In the Thompson, MB Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospec…
Skills: Financial planning, Investment sales, Networking, Client acquisition, Portfolio management
Burns Lake, British Columbia, Canada · On-site
Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their…
Skills: Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? As Manager, Personal Banking Credit Strategy, you are primarily responsible for developing credit strategies using advanced analytics for a Retail Banking credit product as well a…
Skills: Credit Risk Strategy, Advanced Analytics, Data Science, Python, SQL
Campbell River, British Columbia, Canada · On-site
Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their…
Skills: Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication
Singapore, Singapore · On-site
Job Description What is the opportunity? As the Manager, HR Shared Services, you will be responsible for Human Resources Shared Services delivery of all entities in Singapore. This position requires a high degree of inte…
Skills: Payroll Administration, Workday, HR Operations, Employee Life-cycle Management, Statutory Compliance
Sparwood, British Columbia, Canada · On-site
Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own pro…
Skills: Financial Planning, Investment Solutions, Client Acquisition, Networking, Portfolio Management
Meteghan, Nova Scotia, Canada · On-site
Job Description What is the opportunity? At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you provide financial advice to clients …
Skills: Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication
Toronto, Ontario, Canada · On-site
$38k–$60k/yr
Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture…
Skills: Analytical Thinking, Communication, Computer Literacy, Customer Relationships, Customer Service
Jersey City, New Jersey, United States · On-site
$130k–$210k/yr
Job Description What is the opportunity? Reporting to the Director, Application Security, you will be responsible for overseeing the execution, compliance, and continuous improvement of RBC’s enterprise-wide penetration …
Skills: Application Security Testing, Collaboration, Communication, Decision Making, Infrastructure Penetration Testing
Boston, Massachusetts, United States · On-site
$77k–$143k/yr
Job Description What is the opportunity? As a Sales Analyst for RBC’s US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our in…
Skills: Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies
Richmond, British Columbia, Canada · Hybrid
Job Description What is the opportunity? In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external par…
Skills: Mortgage Solutions, Relationship Building, Financial Advice, Sales, Client Loyalty
Brantford, Ontario, Canada · On-site
$35k–$47k/yr
Job Description RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws o…
Skills: Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving
Saskatoon, Saskatchewan, Canada · On-site
Job Description What is the opportunity? By joining RBC as a Relationship Manager Intern, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice…
Skills: Adaptability, Business Development, Client Centricity, Communication, Critical Thinking
London, Ontario, Canada · On-site
Job Description What is the opportunity? As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team i…
Skills: Sales support, Financial planning, Client relationship management, Investment advice, Credit solutions
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The Wealth Administrator manages the day-to-day administration of client accounts, including processing documentation and monitoring asset transfers. They provide essential support to Wealth Managers and ensure all client records are accurately maintained.
Candidates must have administrative experience and intermediate proficiency in Office 365 and Outlook. Knowledge of the MiFID II framework and exposure to wealth management are considered beneficial.
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Shrewsbury office on a permanent basis.
The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practises.
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.
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.
Experience in administration
Intermediate knowledge of Office 365 Suite and Outlook essential
Excellent attention to detail
Proactive individual
Awareness of MiFID II legislative framework
Exposure to Wealth Management
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.
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.
#RBCBD
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Backer of Canada’s most daring innovators and idea generators. We power bold. #RBCxPowersBold
Offices: 20 King St W, Toronto, Ontario M5H 1C4, CA · 335 8 Ave SW, Calgary, Alberta T2P 1C9, CA · 1055 W Georgia St, Vancouver, British Columbia V6E 0B6, CA · 90 Sparks St, Ottawa, Ontario K1P 5B4, CA · 1 Place Ville-Marie, Montreal, Quebec H3B 3Y1, CA
Backer of Canada’s most daring innovators and idea generators. We power bold. #RBCxPowersBold
Offices: 20 King St W, Toronto, Ontario M5H 1C4, CA · 335 8 Ave SW, Calgary, Alberta T2P 1C9, CA · 1055 W Georgia St, Vancouver, British Columbia V6E 0B6, CA · 90 Sparks St, Ottawa, Ontario K1P 5B4, CA · 1 Place Ville-Marie, Montreal, Quebec H3B 3Y1, CA
