Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Role Title: Administrator x 2
Department: Middle Office
Reporting to: Lynne Digney
Location: Glasgow
Role Type: 12 months
The Role
To provide comprehensive data entry support to ensure accurate, high quality, effective and efficient information is captured on systems which feed through to allow for an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework.
Outcomes of the Role
- To cover a range of administration tasks ensuringcompletion is prompt andto a highstandard.
- Range of possible tasks include, though is not limited to:
- Understand client documentation and the systems relevant to ensure accurate records are maintained: InvestCloud, RID, Account Opening
- Inputting data to correct fields accurately
- Checking data entered is 100% accurate
- Update InvestCloud Data Entry Team Database
- Contribute to team meetings, suggest improvements to procedures and processes
- Seek andimplement solutions and best practises across the team
- Ensure KPIs are maintained
- Complete any other ad hoc administrative tasks as required
Knowledge, Skills and Experience
- Have experience working in a similar role in Financial Services, the Investment or WealthManagement industry
- Understanding of the regulatory environment in which we operate
- Be proactive in seeking opportunities to gain knowledge and understanding to aidability to complete the role to a high standard
- Be proactive in seeking opportunities to drive efficiency in the team
- Good working knowledge of Microsoft Office
- Strong written and verbal communication skills
- Ability to work with speed and accuracy, within tight deadlines
- Excellent attention to detail, organisational and time management skills
- Ability to build constructive relationships with other staff members at various levels
- Grades A-C at GCSE or equivalent in English and Maths
- IOC qualification is desirable
- Administration/data entry experience
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
