Onboarding Administrator

• 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

• 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

Experience in an AML role, or QFA qualification

• 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