RBC Brewin Dolphin - Investment Management Assistant - 9 Month FTC
Join to apply for the RBC Brewin Dolphin - Investment Management Assistant - 9 Month FTC role at RBC Brewin Dolphin.
What is the opportunity?
We have an exciting opportunity for an individual to join our team in Dublin on a 9 Month Fixed Term Contract. The role of Investment Management Assistant is to provide effective investment administration both directly to clients, and by assisting Investment Managers and Team Leaders in the provision of high quality, professional investment management services.
What will you do?
* Work closely with investment managers to support their clients.
* Prepare, review, and complete account opening packs for new clients, forwarding to the Onboarding Team.
* Support Investment Managers in the production of presentations, pitches, proposals, and reviews.
* Attend internal and external company and investment meetings.
* General administration duties as required.
* Liaise with all other relevant teams, e.g. Onboarding Team, Financial Planning, Client Services & Cash Team.
* Assist clients in completing Account Opening documentation.
* General communication with clients regarding their portfolio to include cash transfers, valuation, and other client documentation queries.
* Attend client meetings and or events as required.
* Complete all work to a high standard aligning to RBCBD procedures.
What do you need to succeed?
Must-have
* Relevant degree qualification or equivalent.
* Previous experience in a financial services environment.
* Intermediate knowledge of MS Word/Excel/Outlook essential.
* High level of accuracy and proven attention to detail.
* Clear and concise communication skills – oral and written.
Nice-to-have
* Qualified Financial Advisor.
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.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés.
Job Skills: Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software.
Additional Job Details
Address: 1 SHELBOURNE ROAD:DUBLIN
City: Dublin
Country: Ireland
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Contract (Fixed Term)
Pay Type: Salaried
Posted Date: 2025-02-26
Application Deadline: 2025-03-25
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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