Based in Rubislaw Terrace, RBC Brewin Dolphin Aberdeen is currently recruiting for a Wealth Administrator.
RBC Brewin Dolphin is one of the UK’s leading wealth managers. Founded in 1762, the company help 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 its 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.
- Support with receptionist duties when needed.
- Liaise with colleagues within Business Support regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- General record keeping and electronic filing.
- Adhering to Conduct Risk standards.
What do you need to succeed?
Must-have
- Experience in administration within Wealth Management.
- Excellent attention to detail.
- Ability to work on own initiative to achieve required results.
Nice-to-have
- Intermediate knowledge of Office 365 Suite and Outlook.
- Willingness to work to obtain qualifications relevant to the role.
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our 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 - https://jobs.rbc.com/ca/en/job/R-0000166439/Wealth-Administrator