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Career Opportunities: Administrator

3 months ago

Birmingham, Birmingham, United Kingdom Brewin Dolphin Full time

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 role:

  • We have a fantastic opportunity to join our team in Birmingham as an Administrator.
  • You will assist with the day to day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

Key responsibilities:

  • General administration duties to include:
  • Primarily focused on order entry of deals for the portfolio management team
  • Ensuring deals are checked on a daily basis
  • Assisting in rebalancing of portfolios on a monthly basis
  • ISA subscriptions and transfers
  • Assisting the senior administrator with daily monitoring of the inbox
  • Liaising with colleagues within Business Support regarding administration of client accounts
  • Moving work into the workflow
  • General record keeping and electronic filing
  • Adhering to Conduct Risk standards
  • Good understanding of excel including macros.

Qualifications and experience:

  • Previous administration experience is essential additional training will be provided. Intermediate knowledge of MS Word/Excel/Outlook preferred.
  • Ability to type preferred but not essential Skills:
  • Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
  • Clear and concise communication skills oral and written, with ability to communicate professionally with clients and colleagues.
  • Takes accountability for own work, with ability to meet deadlines/work within restricted timescales
  • Able to prioritise workload and identify when they need support to achieve goals.
  • Flexible and reliable team member and willing to support more junior and senior members of the team as required.
  • Ability to work on own initiative to achieve required results
  • Collaborative and inclusive approach to work
  • Adapts to change quickly and easily
  • Demonstrates the BD Values
**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 particular 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.