Royal Bank of Canada·2 days ago
2 days ago
Wealth Administrator
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What you'll do
- Support Wealth Managers
- Process client documentation
- Ensure accurate record keeping
What they're looking for
- Strong administrative skills
- Experience in discretionary wealth management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Wealth Administrator and play a key part in the administration of client accounts within our Edinburgh office. Support Wealth Managers, process client documentation, and ensure accurate record keeping. Ideal for candidates with strong administrative skills and experience in discretionary wealth management.
Skills
- office 365 suite
- outlook
- client account administration
- asset transfer monitoring
- isa processing
- payment processing
- record keeping
- electronic filing
- risk management
- customer service management
- trust operations management
- mifid ii awareness
- decision making
- group problem solving
- operational delivery
- interpersonal relationship management
Company
Royal Bank of Canada
Edinburgh, United Kingdom
Company facts come from this company's own listings. We only show what the postings themselves carry.