Administrative Professional
4 weeks ago
About RBC Brewin Dolphin
We are a leading independent provider of discretionary wealth management services in the UK, catering to over 100,000 account holders, including individuals, charities, and pension funds.
Our award-winning personalized wealth management services aim to meet the diverse needs of our clients, offering a range of services from simple execution-only online services to bespoke discretionary investment management, including retirement planning.
About the Opportunity
We are seeking a Senior Administrator to join our Cardiff office on a permanent basis. The successful candidate will be responsible for day-to-day administration, providing support to senior colleagues, and ensuring the smooth running of the team and office.
The ideal candidate will have administration experience in Financial Services, looking to further their career. Key responsibilities include:
- Communicating with Financial Advisers and clients
- Preparing and processing new client documentation and amendments
- Monitoring transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing payments for clients
- Liaising with colleagues in Business Support regarding client account administration
- Ensuring accurate recording of client details and reviews on systems
- General record-keeping and electronic filing
- Adhering to Conduct Risk standards
Additional Responsibilities
The successful candidate will also support business development activities and run projects for the office, demonstrating leadership skills and commitment to the wider business.
Requirements
The ideal candidate will possess:
- Previous administration experience in Financial Services
- Intermediate knowledge of MS Word, Excel, and Outlook
- Responsibility for achieving own goals and contributing to office goals
- Excellent attention to detail and clear communication skills
- Ability to meet deadlines and work within restricted timescales
- Flexibility and reliability, with a strong focus on continuous improvement
- Collaborative and inclusive approach to work
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