Team Assistant

Job Description

What is the opportunity?

We have an exciting opportunity for a Team Assistant to join the Strategic Partnerships Group in our London office on a permanent basis.

This role is truly multifaceted and would suit anyone interested in exploring a role in financial services. The candidate will be joining a national sales team principally working with professional service firms, owners and entrepreneurs and private clients.

Although the team is located across the UK, we have fostered a strong, supportive, and collegiate team approach, that works to create introductions and deepen relationships with the RBC Brewin Dolphin office network and key professional connections.

This role will combine a mixture of sales support and general support for the Head of Channel Operations and broader teams. This role requires someone who is curious, diligent and happy to work in a fast paced and varied environment.

What will you do?

- Supporting the SPG team to design and collate marketing and presentation materials for internal and external use.

- Helping to develop our core propositions and working with both internal and external stakeholders.

- Assist with the co-ordination and running of events both virtually and physically.

- Team organisation including team diary management, travel booking and expenses (where appropriate).

- Help compile monthly reports for Head of Channel Operations.

- Support Head of Channel Operations on team initiatives such as organising team strategy days and finding ways to improve processes across the teams for example maintaining template PowerPoint decks.

- Support the Introducer Onboarding process.

- Provide ad-hoc support to the broader team.

- Assisting the team in company/sector research and competitor mapping.

- Responsible for the team’s digital footprint, including intranet content and social media posts.

- Support with the input of data to our Client Engage software to assist with tracking of leads and prospects.

- Help maintain relevant internal intranet pages.

What do you need to succeed?

Must-have

- Excellent working knowledge of Microsoft applications and experience working with a CRM system – knowledge of Salesforce advantageous.

- Professional demeanour and confidence to speak up and ask questions.

- Ability to juggle tasks and switch attention easily.

- Happy to spend time working with data as well as marketing.

- Hard working, enthusiastic, and an eagerness to learn and to take on more responsibility as the team evolves.

- Curious, inquisitive and someone who thrives in a fast paced and changing environment.

- A true team player with the ability to develop and maintain effective working relationships.

Nice-to-have

- Experience working in Wealth Management, Financial Services or Professional Services is advantageous.

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.

#RBCBD

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-12-02

Application Deadline:

2025-12-16

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.