Administrator (17884) — The Hill, Newcastle Area

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. With over 30 offices across the UK and Ireland this enables us to combine the best of local understanding with national scale and perspective. About this opportunity We are actively seeking to appoint an Administrator in our Newcastle office on a 12-month fixed term contract. The Administrator will assist with and oversee the day-to-day administration for the private client team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team. Responsibilities Communicating with Advisers and clients Preparation and processing of all new client documentation and amendments Monitoring of transfers of assets/cash from other institutions ISA subscriptions and transfers Processing of payments clients Liaising with colleagues within Operations regarding administration of client accounts. Ensuring client details and reviews are recorded correctly on systems General record keeping and electronic filling Adhering to conduct Skills Previous administration experience is essential - additional training will be provided. Intermediate knowledge of MS Word/Excel/Outlook preferred. Good attention to detail, maintaining accuracy when completing written and numerical based tasks. Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues. Takes accountability for own work, with ability to meet deadlines/work within restricted timescales Able to prioritise workload and identify when they need support to achieve goals. Flexible and reliable team member and willing to support more junior and senior members of the team as required. Ability to work on own initiative to achieve required results Collaborative and inclusive approach to work Adapts to change quickly and easily RBC 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. To apply for this role, please click the "Apply" button below. The closing date for this role is 25/06/2024. However some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.

Applications close Sunday, 14 July 2024
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