AddressRBC 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.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.
Operations
In Operations there are 15 teams with a total of c260 staff across three locations (Edinburgh, Newcastle and London). Operations support the RBC Brewin Dolphin client life cycle by providing excellent administrative and technical support to our branches and client-facing executives.
Responsibilities include setting up new accounts and transferring in cash and stock, settling transactions across various markets, applying fees, reconciling cash and stock accounts and providing portfolio valuations.
We are looking to recruit dynamic individuals who are interested in pursuing skills within a professional financial environment. There is a strong team ethic both within this department and across the wider firm to ensure we provide an exemplary service to our clients.
About this opportunity:
This will be a full time (35hrs per week, working Monday-Friday) role on a FTC contract based within our Newcastle office. Please ensure you can commute to the office 5 days a week.
We have 10 fixed term contract positions until 31 December 2024 across various teams in Newcastle - we are looking for good / experienced Administrators and data inputters ideally with experience in Financial Services / Operations (Transfers, Onboarding & Maintenance and Corporate Actions experience would be beneficial). We will be looking to hold face-to-face interviews on 19/20 February in the Newcastle Office
Skills required:
- Qualifications -Strong GCSE / A Levels.
- Strong Microsoft Office skills.
- The ability to cope in high-pressure environments.
- Ability to work independently and as part of a team.
- Adaptability to change.
- Professional and effective written and oral communication skills.
- Excellent attention to detail, maintaining accuracy.
- Client-focused and positive can-do attitude.
- Organised and able to prioritise workloads with effective time management skills.
Responsibilities Include:
- Understand and adhere to Risk & Control Framework and Policy Framework specific to the role in Operations.
- Ensure work is produced to a high level of accuracy and in a timely manner and to relevant SLAs (where defined) or Operations standards
- Carry out all administrative duties where required in line with RBC Brewin Dolphin procedures
- Support delivery of team plans via accurate recording of work in appropriate tools e.g. ActiveOps and ensuring Skills Matrix is reflective of current skillset
- Support line manager in ensuring departmental guides, processes and procedures are worked from and kept up to date
- Escalate any issues as appropriate to management in relation to daily workload completion a timely manner.
- Support production of accurate MI and reporting as defined within role
- Understand the team goals and the relationship to wider group strategy
- Identify and highlight opportunities for simplification / innovation via continuous improvements in working practices, in conjunction with the Operations Change & Improvement team
- Support delivery of projects where appropriate.
- Take ownership for your personal and professional development.
- Proactively contribute towards a positive employee engagement culture
- Participate and contribute to Team meetings
- Help our clients thrive by providing an excellent client service, delivering against expectations and keeping all stakeholders updated.
- Act with integrity by ensuring client confidentiality at all times.
- Ensure adherence to all Company Policies and Regulatory Codes of Conduct, ensuring relevant standards and consequence management are applied as appropriate.
- Contribute to a positive working environment and act as a role-model in line with group values encouraging colleagues to speak up for the good of RBC.
- At times you will be required to work outside of core hours.
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 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 15h February, 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.
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