Administrator

3 months ago


Newcastle upon Tyne, 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. With over 30 offices across the UK and Ireland this enables us to combine the best of local understanding with national scale and perspective.**

**About this opportunity**

We are actively seeking to appoint Office Administrator in our Newcastle office. The Administrator will assist with and oversee 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.

**Responsibilities**
- 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 payments clients
- 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 filling
- Adhering to conduct

**Skills**
- 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
- 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

**About you**:
We are looking for people with the right skills and 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

**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.**

**Job Types**: Full-time, Permanent

**Salary**: From £25,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Life insurance
- Paid volunteer time
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: Hybrid remote in Newcastle upon Tyne, NE1


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