
RBC Brewin Dolphin - Administrator
- London
- Permanent
- Full-time
- Assist with the daily administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
- Production of suitability reports and the management of investment managements review cycles.
- Communicating with Advisers and clients where necessary.
- Monitoring the transfers of assets/cash to or from other institutions.
- Preparation and processing of all new client documentation and amendments.
- Perform a robust set of tasks to ensure adequate daily oversight and monitoring of outsourced Data Management Activities.
- Processing of payments.
- Liaising with colleagues within Business Support regarding administration of client accounts.
- Diary management and meeting preparation - both internal and external.
- Proven Administration experience – additional training will be provided.
- Strong Microsoft office skills.
- Ability to prioritize and make decisions.
- Previous administration experience within wealth management, or a related sector is highly desirable. Though we would still like to hear from you if this isn't the case.