Summary

This mid-level wealth administrator supports the day-to-day administration of client accounts within RBC’s wealth management team in Edinburgh. The role is office-based with flexibility to work remotely up to one day per week.

Responsibilities

• Prepare and process new client documents and amendments
• Monitor transfers of assets and cash
• Support isa subscriptions and transfers
• Process client payments
• Update client details and account reviews
• Maintain records and electronic client files
• Follow conduct risk standards