Royal Bank of Canada·10 days ago
10 days ago
Wealth Administrator
Sign up free to see how well your resume matches this role.
What you'll do
- supporting the day-to-day administration of client accounts in Bristol or Cheltenham
- coordinate with Wealth Managers
- process client documentation
- act as a key contact for clients and advisers
What they're looking for
- strong attention to detail
- experience in wealth management administration
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as a Wealth Administrator, supporting the day-to-day administration of client accounts in Bristol or Cheltenham. You will coordinate with Wealth Managers, process client documentation, and act as a key contact for clients and advisers. Ideal for candidates with strong attention to detail and experience in wealth management administration.
Skills
- wealth management administration
- client account administration
- office 365 suite
- outlook
- client documentation processing
- asset transfer monitoring
- isa subscription support
- cash transfer processing
- record keeping
- electronic filing
- conduct risk management
- customer service management
- trust operations management
- mifid ii awareness
- group problem solving
- operational delivery
- decision making
- interpersonal relationship management
Company
Royal Bank of Canada
Bristol, United Kingdom
Company facts come from this company's own listings. We only show what the postings themselves carry.