Administration Assistant

Closing Date: Friday 02 October 2020
Primary Location: Bristol
Contact Email Address:
Contact Name: Beth Ritchie

Job Title: Administration Assistant

Salary:  Competitive with an excellent benefits package

Reference number: 962

Duration:  Permanent

To provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework

Key accountabilities

  • To cover a range of administration tasks including opening clients’ accounts whilst adhering to AML regulations

  • Process and monitor account amendments for any changes of client information

  • Provide administration support for portfolio transfers, CGT and account closures

  • To prepare new client packs including all appropriate forms

  • Reconciling client information against new client packs.

  • Ad hoc administration cover to support any backlogs within the team

  • Respond promptly to telephone calls, take and pass on clear messages and project a positive image of the organisation

  • Manage and file correspondence and records in a timely and efficient manner ensuring accuracy of data

  • Contribute to support staff meetings, suggesting improvements to procedures

  • Sharing best working practices with other support staff

  • Provide reception cover as required by answering calls, welcoming guests and preparing for meetings

Knowledge and skills required

  • Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
  • Understanding of the regulatory environment in which we operate.
  • Understanding of the products and services Rathbone provide
  • Grades A-C at GCSE or equivalent in English and Maths 
  • Willing to undertake further professional qualifications

To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role to Elizabeth Ritchie at

Please ensure that you quote reference 962 on all correspondence. The deadline for applications is 2nd October 2020