What is the opportunity?

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

• Experience in administration (financial services preferred but not essential).

• 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 additional details.

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Additional Job Details

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

Our Employment Opportunities

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.

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.