RBC Brewin Dolphin – Onboarding Administrator

Job Description

What is the opportunity?

You will assist the client onboarding team in setting up new client accounts from start to finish, and support Investment Managers as they onboard clients across all client categories and service levels.

Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

This is a permanent, full-time role and requires 4 days in the office at our Dublin office.

What will you do?

• Review new client account packs to ensure adherence to Brewin process and AML regulatory requirements.
• Liaise with Investment Managers to obtain accurate client information.
• Forward fully completed client account packs to Client Verification in Brewin UK to maintain an efficient account opening process.
• Update all relevant systems so that Investment Managers can commence trading for their clients.
• Communicate with clients where necessary.
• Support business development through the correct application of onboarding processes and procedures.
• Work closely with Investment Managers on all client matters, and liaise with Client Verification, Compliance and Financial Planning as required.
• Assist team members and support ad hoc projects as required.

What do you need to succeed?

Must-have

• Demonstrable experience of working efficiently and accurately with both internal and external systems.
• Demonstrable attention to detail, accuracy and numeracy.
• Clear and concise oral and written communication skills.
• Ability to prioritise workload and identify when support is needed.
• Ability to work on your own initiative and meet deadlines within restricted timescales.
• A flexible, reliable and collaborative approach that demonstrates the RBC Values.

Nice-to-have

• Experience in an AML role, or a QFA qualification.

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.

• A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation
• 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
• A world-class training programme in financial services.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.