Job Description
RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.
About this opportunity:
Our Bristol office is looking for a Receptionist/Administration Assistant to join the team on a permanent basis. This is a key role within the office, that stretches beyond typical front of house duties. You will be the go-to person for colleagues and visitors to the office, so we need you to have excellent interpersonal skills with the ability to build rapport with people.
If this sounds like the role for you, we would be delighted to hear from you.
Responsibilities Include:
- Meeting and greeting clients.
- Answering incoming phone calls, dealing with enquiries, or direct them to the relevant people.
- Booking meeting rooms through Outlook calendar
- Maintaining the office calendar with all internal and external appointments for all colleagues
- Dealing with incoming post, saving using the electronic filing system and distributing to office
- General office duties – ensuring fridges/cupboards are fully stocked and meeting rooms tidy.
- Restock of all office supplies, and managing purchase orders and invoices for suppliers
- Provide support to the administration team.
- General record keeping and electronic filing.
- Adhering to Conduct Risk standards
Skills:
- Previous experience working within a reception environment or client facing role.
- Experience in delivering consistently high level of customer service.
- Knowledgeable and competent to navigate technology-based systems.
- Experience with MS Office Suite
- Collaborative and inclusive approach to work
- Asks for support to improve understanding and to complete tasks where necessary.
- Able to prioritise workload and identify when they need support to achieve goals.
- Assists team members as required and works effectively with colleagues.
- Demonstrates the BD Values
About you
We are looking for people with not only the right skills, but those who demonstrate our values in how they approach their work and colleagues
Genuine – Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect and integrity.
Expert – Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.
Ambitious - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues
RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.
Job Types: Full-time, Permanent
Salary: £24,000.00-£26,000.00 per year
Benefits:
- Company pension
- Employee discount
- Wellness programme
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Bristol, BS1 4QP: reliably commute or plan to relocate before starting work (required)
Experience:
- Customer service: 1 year (required)
Work Location: Hybrid remote in Bristol, BS1 4QP
Reference ID: 17164