What is the opportunity?

This newly created role will cover many aspects of our operational/administrative office business and presents an opportunity for the right person to shape the role and be an integral part of the Edinburgh office and the wider group.

The role involves close collaboration with the Office Manager and Administration Managers with regards to the delivery of exceptional service to our colleagues and ultimately our clients. We have big aspirations, so are looking for a future colleague who is excited by change, driven by excellence and well versed in dealing with variety and tight deadlines. We are looking for someone who has excellent attention to detail and the ability to provide organisational and administrative leadership and be a key motivator for teams within the office. If this sounds interesting, then we would love to hear from you.

What will you do?

• Support local and regional office activities working closely with Office Manager and Head of Office, where appropriate, to support strategic business plans

• Act as a role model, coach and leader, who works collaboratively with the Office Manager, and Central Operational staff, to achieve business goals, adhere to policy and ensure good conduct and client outcomes on all operational aspects within the office

• Drive and improve operational compliance, efficiency and security by leading and supporting the Client Services teams to deliver a quality efficient service to our colleagues and clients.

• Coordinate and run best practice sessions for operational tasks and initiatives and where required deliver training for new starters and refreshers while ensuring learning materials are available to all

• Attend and support meetings within the office to raise the operational and change agendas and identify issues / actions to then manage on behalf of the office

• Line Management of Administration Managers/Team Leads and hold the team accountable to achieve results

What do you need to succeed?

Must-have

• Previous experience within financial services in an administration or operational role

• Knowledge of both financial planning and investment management industry

• Up to date knowledge of regulatory environment

• Understanding relevant end to end business processes and technologically savvy

• Proficient with Microsoft 365 Suite

• Team player with first-rate people skills, with ability to communicate with colleagues across all levels and functions

• Well-developed influencing and negotiating skills

Nice-to-have

• Relevant industry recognized qualifications such as, CISI Level 3 - ‘Introduction to Investment’

• Experience of managing a team

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

• 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

• A world-class training program in financial services

• Flexible working options fully supported.

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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Job Skills

Collaborating, Collaboration, Customer Service Management, Decision Making, Financial Planning, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Office Administration, Results-Oriented, Strategic Business Units, Taking Initiative, Teamwork

Additional Job Details

144 MORRISON STREET:EDINBURGHEdinburghUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-07-012025-07-16

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.