Hybrid RBC Brewin Dolphin - Onboarding Assistant - 12 Month FTC presso RBC

What is the opportunity? 

We have an exciting opportunity for the successful individual to join our Client Servies team as an Onboarding Assistant. This will be a 12 month fixed term contract based in our Dublin office. 

As an onboarding assistant you will assist the client onboarding team in setting up new client accounts, following the process from start to finish. To provide effective onboarding administration by assisting Investment Managers as they 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 Brewin process and AML Regulatory requirements. 

• Liaising with Investment Managers to ensure accurate information is obtained. 

• Forwarding fully completed client account packs to Client Verification in Brewin UK to ensure an efficient account opening process is maintained. 

• Following the process through by updating all relevant systems to allow the Investment Manager to commence trading for the client. 

• Assists team members as required and works effectively with colleagues. 

• Liaise with Client Verification, Compliance and Financial Planning departments as required. 

• Work closely with Investment Managers on all client related matters 

• Communicating with clients where necessary. 

• Supports business development through correct application of onboarding processes and procedures 

What do you need to succeed? 

Must-have 

•  Accuracy, numeracy and attention to detail is critical for this role. 

• Clear and concise communication skills – oral and written. 

• Ability to meet deadlines/work within restricted timescales. 

• Flexible and reliable team member. 

• Ability to work on your own initiative to achieve required results.  

Nice-to-have 

•  Demonstrates the RBCBD values 

•  Ability to work on own initiative to achieve required results 

• Experience in an AML role, or QFA qualification would be an advantage.   

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. Please contact the Recruitment function for additional details.