Assistant Administrator Cardiff, Wales
Job description
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.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.
The investment management service we offer is called ‘discretionary investment management’ – which helps clients to both protect and grow their wealth. Our dedicated investment managers take care of everything associated with the day-to-day running of a portfolio, from determining and maintaining the most appropriate blend of assets, to monitoring and managing risk, to dealing and administration.
About this opportunity:
We are now looking to appoint an Assistant Administrator in our Cardiff office to take responsibility for some of the day-to-day administration and general support for the office, provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team and office. The ideal candidate will have administration experience in financial services or alternatively we will consider those with good attention to detail and are quick learners. You may also be a school leaver or looking to kick start your career in wealth management. This opportunity will give you the desired knowledge and skills to progress in your role within RBC Brewin Dolphin.
Responsibilities include:
- Communicating with Investment Managers, Financial Advisers, and clients over the phone and face-to-face
- Preparing and processing all new client documentation and amendments
- Liaising with colleagues within Business Support regarding administration of client accounts
- Preparing Meeting Packs
- Ensuring client details and reviews are recorded correctly on CRM systems
- General record keeping and electronic filing using DMS
- Processing of payment instructions
- Process of portfolio transfers
- Adhering to Conduct Risk standards
- Mail Merges using Microsoft Excel
This list is not exclusive and there may be additional duties to perform.
Experience:
- Previous administration experience is preferred – additional training will be provided.
- Ability to type preferred but not essential
- Intermediate knowledge of MS Word/Excel/Outlook preferred.
- Comfortable learning to work with new online systems.
Attributes / Skills:
- Accuracy, numeracy, attention to detail
- Clear and concise communication skills – oral and written
- Ability to meet deadlines/work within restricted timescales
- Flexible and reliable team member
- Ability to work on own initiative to achieve required results
- Collaborative and inclusive approach to work
About you
We are looking for people with not only the right skills, but those 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
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 £24,500.00 per year
Benefits:
- Company pension
- Employee discount
- Wellness programme
Schedule:
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Cardiff, CF10 5BT: reliably commute or plan to relocate before starting work (required)
Experience:
- Administrative: 1 year (preferred)
Work Location: Hybrid remote in Cardiff, CF10 5BT
Reference ID: 16990
