Senior Administrator
19 hours ago
About Us
RBC Brewin Dolphin is a leading provider of discretionary wealth management services in the UK, offering personalized solutions to over 100,000 account holders.
Our Opportunity
We are seeking a Senior Administrator to join our Cardiff office, responsible for day-to-day administration and general support for the team. The ideal candidate will have experience in financial services administration and a strong focus on delivering excellent client service.
Key Responsibilities
- Communicate with financial advisers and clients to ensure seamless service delivery
- Prepare and process new client documentation and amendments
- Monitor transfers of assets and cash from other institutions
- Process ISA subscriptions and transfers
- Liaise with colleagues in Business Support to administer client accounts
- Ensure accurate recording of client details and reviews on systems
- General record keeping and electronic filing
- Adhere to Conduct Risk standards
Additional Tasks
- Support business development activities
- Run projects for the office and demonstrate leadership skills
Requirements
- Previous administration experience in financial services
- Intermediate knowledge of MS Word, Excel, and Outlook
- Excellent attention to detail and communication skills
- Ability to meet deadlines and work under pressure
- Flexible and reliable team member
What We Offer
We provide a supportive and collaborative work environment, with opportunities for professional growth and development. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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