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- Tasks: Support the Intermediaries Office with operational tasks and client engagement.
- Company: Join RBC Brewin Dolphin, a leading bank focused on wealth management.
- Benefits: Enjoy flexible working options and opportunities for personal development.
- Why this job: Be part of a dynamic team making a real impact in the financial sector.
- Qualifications: Experience in investment management or banking is essential; degree preferred.
- Other info: Work from London, Cardiff, or Newcastle in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
We have an exciting opportunity to join our Intermediaries Office in either London, Cardiff or Newcastle as a Senior Administrator. This role reports to the Wealth and Investments, Intermediaries Senior Manager and will support the Intermediaries business in delivering the teams objectives and supporting new initiatives. The Intermediaries Office, Senior Administrator will work closely with colleagues across the Intermediary Channel, Client Facing Business Management, Regional Business Managers and Senior Business Managers.
The role holder will provide operational support and be able to gain a deep understanding of Intermediary BAU processes. They will support the Intermediary Operations Manager and when required the Business Engagement & Initiatives manager with change initiatives, and in seeking process efficiency and innovation.
What will you do?
- Ensure Intermediaries Office team provide good client outcomes, delivering against expectations and keeping all stakeholders updated.
- Run the monthly rebalancing process to a successful completion.
- Ensure that all mailboxes are being monitored and actively engaged, whether its external communications from vendors and platforms or internal from the Intermediaries Business.
- Operate in a culture of continuous improvement within the team.
- Regular engagement and stakeholder management with business partners / teams to identify and deliver programmes of work including written updates such as monthly management meeting packs.
- Arrange the smooth onboarding of Intermediary Firms in accordance with the Client Due Diligence Standards and within SLA’s ensuring compliance with regulatory requirements, including Anti-Money Laundering regulations.
- Representing the Intermediaries Business in various Business governance meetings and business forums, as and when required.
- Representing Intermediaries in change projects / working groups and business implementation readiness groups / forums.
- Regular engagement/ stakeholder management with business partners / teams, such as IT, Change, Finance, Marketing, Business Management, Operations and others to identify, direct and deliver programmes of work including written updates such as monthly management meeting packs.
What do you need to succeed?
- Must-have: Experience working in investment management, asset management, private wealth or a bank with proficient skills pertaining to Client Due Diligence. Front Office Operations knowledge. Experience working in Investment Management, Asset Management, Private Wealth or a bank. Knowledge of Investment and Fund Management. An understanding of technical subject matter. Strong verbal and written communication skills. Numerate and able to define MI fit for purpose.
- Nice-to-have: Degree level education. Good attention to detail. Ability to multi task.
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. Flexible working options fully supported.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Senior Administrator - Intermediaries Office employer: Brewin Dolphin Holdings PLC
Contact Detail:
Brewin Dolphin Holdings PLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator - Intermediaries Office
✨Tip Number 1
Familiarise yourself with the Intermediaries Office's operations and objectives. Understanding their processes will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current or former employees of RBC Brewin Dolphin. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Stay updated on industry trends related to investment management and asset management. Being knowledgeable about recent developments will allow you to speak confidently about how they might impact the Intermediaries Office.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your skills in client due diligence and operational support. Tailoring your examples to align with the job requirements will make a strong impression.
We think you need these skills to ace Senior Administrator - Intermediaries Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, asset management, or private wealth. Emphasise your skills in Client Due Diligence and Front Office Operations, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Intermediaries Office's objectives. Mention specific examples of how you've contributed to similar initiatives in previous roles, demonstrating your ability to support operational efficiency.
Highlight Communication Skills: Since strong verbal and written communication skills are essential, provide examples in your application that illustrate your ability to engage with stakeholders effectively and manage communications across teams.
Showcase Attention to Detail: In your application, mention instances where your attention to detail has led to successful outcomes, especially in compliance with regulatory requirements. This will resonate well with the expectations of the role.
How to prepare for a job interview at Brewin Dolphin Holdings PLC
✨Understand the Intermediary Processes
Make sure you have a solid grasp of the Intermediary BAU processes. Familiarise yourself with how the Intermediaries Office operates and be ready to discuss how your experience aligns with these processes.
✨Showcase Your Communication Skills
Since strong verbal and written communication skills are essential for this role, prepare examples that demonstrate your ability to communicate effectively with stakeholders and team members.
✨Highlight Your Experience in Investment Management
Be prepared to discuss your background in investment management, asset management, or private wealth. Highlight specific experiences that showcase your knowledge and understanding of the industry.
✨Demonstrate Your Problem-Solving Abilities
The role involves supporting change initiatives and seeking process efficiency. Think of examples where you've successfully identified problems and implemented solutions, and be ready to share these during the interview.
