Job Description

What is the opportunity?

We have a fantastic opportunity for a Wealth Administrator to join our Cambridge office on a permanent basis.

In this position you will provide a robust administration function to the wealth management team in an efficient and timely manner.

RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

Assisting in the account opening process including pre-populating forms

Submission of new business to administration teams and monitoring transfer of assets

Processing of payments and liaising with operations department

Requesting documents and illustrations from providers

Scanning and sending out documents and correspondence

Preparing meeting packs and valuations for client appointments and review meetings

Assisting with diary management

General ad hoc admin duties

Efficient handling of letters, telephone calls and handling of email traffic and dealing pro-actively with all other items of incoming and outgoing correspondence.

Supports business development through correct application of client processes and procedures.

What do you need to succeed?

Must-have

Clear and concise communication skills – oral and written.

Accuracy, numeracy and attention to detail

Ability to meet deadlines and work within restricted timescales

Nice-to-have

Studying towards a relevant level 3 qualification

Developing knowledge of Wealth Management, the wider business offering and the Financial Services sector.

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 additional details.

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

60 STATION ROAD, 50:CAMBRIDGE

City:

Cambridge

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-09-09

Application Deadline:

2025-09-23

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

Inclusion and Equal Opportunity Employment

At 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.