Based in Rubislaw Terrace, RBC Brewin Dolphin Aberdeen has announced that it is recruiting for a Wealth Administrator.
RBC Brewin Dolphin is one of the UK’s leading wealth managers. Founded in 1762, it helps clients achieve their ambitions through planning and shaping their financial futures by protecting, growing and managing their money.
In this pivotal role, you’ll be the backbone of our day-to-day client account operations, ensuring seamless administration and exceptional service delivery.
As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.
Role overview
- Communicate with Wealth Managers and their Associates, providing support with administration duties.
- Preparation and processing of all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support ISA subscriptions and transfers.
- Processing of payments clients.
- Liaise with colleagues within Operations regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- General record keeping and electronic filing.
- Adhere to Conduct Risk standards.
What do you need to succeed?
Must-have
- Experience in administration within Wealth Management.
- Intermediate knowledge of Office 365 Suite and Outlook.
- Excellent attention to detail.
- Clear and concise communications skills with ability to communicate professionally with clients and colleagues.
Nice-to-have
- Willingness to work to obtain qualifications relevant to the role.
What is in it for you?
The team at RBC Brewin Dolphin thrive on the challenge to be their best - progressive thinking to keep growing and working together to deliver trusted advice to help their clients thrive and communities prosper. They care about each other, reaching their potential, making a difference to their communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
Further information and application details can be found here - Wealth Administrator