Client Services Administrator

• Produce and distribute client valuations
• Responsible for CTV production and preparing year-end tax documents
• Produce cash receipts and depreciation letters
• Providing client support for the online portal / Supporting the migration of clients to the online portal
• Manage queries and requests from clients and intermediaries
• Provide administration support to the Probate Team
• Monitoring the Client Services shared mailboxes and diaries
• Liaise directly with clients, front office staff and other support functions within the business
• Provide other ad hoc administrative support

• QFA qualification / attained relevant degree qualification or equivalent
• Proven experience in a financial services administration environment
• Strong understanding of Risk
• Accuracy, numeracy, attention to detail is critical for this role
• Clear and concise communication skills – oral and written
• Ability to meet deadlines/work within restricted timescales
• Ability to work on own initiative to achieve required results
• Collaborative and inclusive approach to work

Existing knowledge of RBC Brewin Dolphin conduct, culture and values

• 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