Administrator

Job title:

Administrator

Company

Brewin Dolphin

Job description

RBC Brewin Dolphin is one of the UK’s leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.About this opportunity:
We have an exciting opportunity for an Administrator to join our London office on a permanent basis. The Administrator will play an integral role in daily administration for the office function by providing support to the team. You will be responsible for a variety of administrative duties ranging from documentation preparation to money transfers.Responsibilities Include:

• Assist with the daily administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
• Production of suitability reports and the management of investment managements review cycles.
• Communicating with Advisers and clients where necessary
• Preparation and processing of all new client documentation and amendments
• Monitoring the transfers of assets/cash to or from other institutions
• ISA subscriptions and transfers
• Processing of payments
• Liaising with colleagues within Business Support regarding administration of client accounts.
• Ensuring client details and reviews are recorded correctly on systems
• General record keeping and electronic filing
• Adhering to Conduct Risk standards
• Diary management and meeting preparation – both internal and external.
• Generate MI reports
• Dictations, letter generation, mail merges and note taking from client meetings

Skills/Qualifications:

• Previous administration experience is essential – additional training will be provided
• Previous administration experience within wealth management, or a related sector is highly desirable for one of the opportunities. Though we would still like to hear from you if this isn’t the case, given we are looking for three new team members.
• Intermediate knowledge of MS Word/Excel/Outlook preferred
• A proactive individual who is naturally efficient, organised, can manage their own time well and competent at working to deadlines
• Clear and concise communication skills – oral and written, with ability to communicate professionally with clients and colleagues.
• Reliable and enthusiastic individual with a strong sense of integrity
• Strong interpersonal skills
• A flexible and reliable team player
• Collaborative and inclusive approach to work
• Adapts to change quickly and easily

RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.To start your journey with us, please click the “Apply” button below. The closing date for applications is 31/03/2024. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.

Expected salary

Location

London

Job date

Sat, 23 Mar 2024 06:38:29 GMT

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