RBC Brewin Dolphin - Onboarding Administrator (9 month FTC)
Top Benefits
About the role
What is the opportunity?
We have an exciting opportunity for an Onboarding Administrator to join our Dublin office on a 9 month FTC basis. The role of an Onboarding Administrator will be to assist the client onboarding team in setting up new client accounts. You will also be responsible for providing effective onboarding administration by assisting Investment Managers as they are onboard new clients across all client categories and service levels.
What will you do?
- Initial review of new client account packs, ensuring adherence to both RBC Brewin processes and AML Regulatory requirements.
- Liaise with Investment Managers to ensure accurate information is obtained.
- Forward fully completed client account packs to Client Verification in RBC Brewin UK to ensure an efficient account opening process is maintained.
- Follow the process through by updating all relevant systems to allow the Investment Manager to commence trading for the client.
- Assist with ad hoc projects as required.
- Support business development through correct application of onboarding processes and procedures.
- Liaise with Client Verification, Compliance and Financial Planning departments as required.
What do you need to succeed?
Must-have
-
Good numeracy skills and strong attention to detail.
-
Clear and concise communication skills – oral and written.
-
Ability to meet deadlines and work within restricted timescales.
-
The ability to work efficiently and accurately with both internal and external systems.
-
Skills to prioritise workload and identify when support is needed to achieve goals.
Nice-to-have
- Experience in an AML role, or 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.
- 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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
RBC Brewin Dolphin - Onboarding Administrator (9 month FTC)
Top Benefits
About the role
What is the opportunity?
We have an exciting opportunity for an Onboarding Administrator to join our Dublin office on a 9 month FTC basis. The role of an Onboarding Administrator will be to assist the client onboarding team in setting up new client accounts. You will also be responsible for providing effective onboarding administration by assisting Investment Managers as they are onboard new clients across all client categories and service levels.
What will you do?
- Initial review of new client account packs, ensuring adherence to both RBC Brewin processes and AML Regulatory requirements.
- Liaise with Investment Managers to ensure accurate information is obtained.
- Forward fully completed client account packs to Client Verification in RBC Brewin UK to ensure an efficient account opening process is maintained.
- Follow the process through by updating all relevant systems to allow the Investment Manager to commence trading for the client.
- Assist with ad hoc projects as required.
- Support business development through correct application of onboarding processes and procedures.
- Liaise with Client Verification, Compliance and Financial Planning departments as required.
What do you need to succeed?
Must-have
-
Good numeracy skills and strong attention to detail.
-
Clear and concise communication skills – oral and written.
-
Ability to meet deadlines and work within restricted timescales.
-
The ability to work efficiently and accurately with both internal and external systems.
-
Skills to prioritise workload and identify when support is needed to achieve goals.
Nice-to-have
- Experience in an AML role, or 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.
- 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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.