RBC Brewin Dolphin in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration and client-related tasks. The role primarily operates in the office with flexibility to work up to 1 day per week remotely, depending on arrangements.
You will handle document preparation, client communications, ISA transfers, asset monitoring, and general filing while ensuring accuracy and compliance with conduct risk standards.
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Hybrid Wealth Admin Assistant β Cardiff employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the picturesque South West of England, employees benefit from tailored training programmes and the opportunity to build meaningful relationships with high-net-worth clients, all while enjoying a supportive environment that values innovation and excellence.