Senior Administrator
3 days ago
**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 a great opportunity for a Senior Administrator to join our Winchester office on a permanent basis. Within this role you will assist with and oversee the day-to-day administration of the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
**Responsibilities Include**:
General administration to include:
- Maintaining up to date knowledge and expertise of core client management systems.
- Supporting operations across both investment management and financial planning teams.
- Support Business Development Activities.
- Communicating with Financial Advisers and clients
- Preparation and processing of all new client documentation and amendments
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of client’s 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.
Additional tasks to include:
- Supports business development activities.
- Run projects for the office where appropriate and to show leadership by volunteering to be champions/ambassadors/specialists/Wizards where appropriate to show commitment to wider business
This list is not exclusive and there may be additional duties to perform.
**Skills/Qualifications**:
- Willing to work to obtain qualifications relevant to the role.
- Financial services experienced preferred but not essential.
- Previous administration experience essential
- Intermediate knowledge of MS Word/Excel/Outlook essential.
- Demonstrates responsibility for achieving own goals and willing to assist with the achievement of office goals.
- Excellent attention to detail when completing written and numerical based tasks.
- Monitors quality of own work and completes with mínimal supervision.
- Clear and concise communication skills - oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Flexible and reliable team member, acting as a role model for more junior team members.
- Finds opportunities to proactively support and share knowledge with others for the benefit of the team.
- Strong focus on continuous improvement, with the ability to seek opportunities to improve processes and procedures, consults others and acts accordingly.
- Collaborative and inclusive approach to work
- Anticipates and prepares for change. Makes suggestions for increasing effectiveness through change. Shifts priorities according to changing demand.
**About you**
We are looking for people with not only the right skills, but those who demonstrate our values in how they approach their work and colleagues
**Genuine** - Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect and integrity.
**Expert** - Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.
**Ambitious** - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues
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.
**Job Types**: Full-time, Permanent
**Salary**: From £35,000.00 per year
**Benefits**:
- Company pension
- Employee discount
- Wellness programme
Schedule:
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Winchester, SO23 8RY: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Administrative: 3 years (required)
Work Location: Hybrid remote in Winchester, SO23 8RY
Reference ID: 17145
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