Investment Management Assistant - Intermediaries

Job Summary Job Description What is the opportunity? As an Investment Management Assistant, you will provide a robust administration function to the investment management team in an efficient and timely manner. The combination of work experience and learning opportunities will equip you with a well-rounded skill set, that will enable you to build your career in RBC Brewin Dolphin. What will you do?

1. Support Investment Managers, and IFAs in the administration of intermediary client accounts.
2. Assist in the preparation and implementation of client documents for the Client/Investment Manager/Intermediary/Third party provider.
3. Ensure all key Financial Adviser data and activity is captured and updated on our internal systems.
4. Undertake regular strategy meetings with Investment Managers, to plan, discuss and organise activities.
5. Support business development through correct application of client processes and procedures.
6. Assist team members as required and work effectively with colleagues.
7. Develop knowledge of Investment Management, Financial Services sector, and the wider business.
8. Support Investment Managers in the production of portfolio proposals, presentations, pitches and associated administration with new and existing clients.

What do you need to succeed? Must-have

1. Working towards, or has attained a QFA or equivalent qualification.
2. Previous administration experience, ideally in financial services or life company.
3. Attention to detail and can maintain accuracy throughout their work.

Nice-to-have

1. Enjoy learning new things, seeking out ways to expand your knowledge, and invest time in your development.

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.

1. Leaders who support your development through coaching and managing opportunities.
2. Opportunities to work with the best in the field.
3. Ability to make a difference and lasting impact.
4. Work in a dynamic, collaborative, progressive, and high-performing team.
5. Hybrid working 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. 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: Regular Pay Type: Salaried Posted Date: 2024-12-20 Application Deadline: 2025-02-12 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. 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 are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. #J-18808-Ljbffr