At a Glance
- Tasks: Support the team with daily admin tasks and client communications.
- Company: Join RBC Brewin Dolphin, a leader in Wealth Management, dedicated to client success.
- Benefits: Enjoy flexible working options, coaching support, and a collaborative team environment.
- Why this job: Make a real impact while developing your skills in a dynamic and progressive workplace.
- Qualifications: Previous admin experience and intermediate Microsoft skills are essential; financial services experience is a plus.
- Other info: Embrace diversity and inclusion in a supportive workplace that values your true self.
The predicted salary is between 24000 - 36000 £ per year.
We have an exciting opportunity for an experienced Assistant Administrator to join the team in Exeter on a permanent basis. Assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
What will you do?
- Communicate with Financial Advisers and clients providing support with administration duties.
- Preparation and processing of all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support ISA subscriptions and transfers.
- Processing of payments clients.
- Liaise with colleagues within Business Support regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- General record keeping and electronic filing.
- Adhering to Conduct Risk standards.
What do you need to succeed?
- Previous administration experience.
- Intermediate knowledge of Microsoft packages.
- Genuine interest in the Wealth Management sector, with a willingness to develop knowledge of own department.
- Good attention to detail and double-checks the accuracy of information and work provided.
- The ability to meet deadlines and work within restricted timescales.
- Able to prioritise workload and identify when they need support to achieve goals.
Nice-to-have
- Previous administration experience within financial services.
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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
RBC Brewin Dolphin - Assistant Administrator employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Assistant Administrator
✨Tip Number 1
Familiarise yourself with the Wealth Management sector. Understanding the basics of financial services and current trends can help you engage in meaningful conversations during interviews, showcasing your genuine interest in the field.
✨Tip Number 2
Brush up on your Microsoft Office skills, particularly Excel and Word. Being proficient in these tools is crucial for an Assistant Administrator role, and demonstrating your capability can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous administration experience in detail. Think of specific examples where you successfully managed tasks under tight deadlines or improved processes, as this will highlight your ability to thrive in a fast-paced environment.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others in the field, which can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace RBC Brewin Dolphin - Assistant Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous administration experience and any relevant skills, particularly your knowledge of Microsoft packages. Emphasise your attention to detail and ability to meet deadlines, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, express your genuine interest in the Wealth Management sector. Mention specific examples of how your past experiences have prepared you for the tasks outlined in the job description, such as communicating with clients or processing documentation.
Showcase Relevant Skills: When filling out your application, ensure you highlight key skills mentioned in the job description, such as critical thinking, customer service management, and time management. Use specific examples to demonstrate how you've successfully applied these skills in previous roles.
Proofread Your Application: Before submitting your application, take the time to proofread it thoroughly. Check for any spelling or grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail.
How to prepare for a job interview at Royal Bank of Canada
✨Show Your Administration Skills
Be prepared to discuss your previous administration experience in detail. Highlight specific tasks you've handled that relate to the role, such as managing documentation or supporting team activities.
✨Demonstrate Attention to Detail
Since the role requires a keen eye for detail, be ready to provide examples of how you've ensured accuracy in your work. Mention any systems or processes you use to double-check information.
✨Express Your Interest in Wealth Management
Make sure to convey your genuine interest in the Wealth Management sector. Discuss any relevant knowledge or experiences that show your commitment to learning and growing in this field.
✨Prepare for Time Management Questions
Expect questions about how you prioritise your workload and meet deadlines. Have examples ready that illustrate your ability to manage multiple tasks effectively, especially under pressure.