Rathbones is one of the UK’s leading providers of discretionary investment management services for individuals, charities and professional advisers.
Our ambition is to be recognised as the UK’s most responsible wealth manager and we see it as our responsibility to invest for everyone’s tomorrow. Looking beyond the short term for the most sustainable outcome. Thinking, acting and investing responsibly. In a reflection of our achievement so far, we were recognised as "ESG Champion of the Year" in the Investors' Chronicle/Financial Times 2021 Celebration of Investment Awards.
Job Title: Administrator – Transfers - Case Handling
Salary: Competitive with an excellent benefits package
Reference Number: VAC 2478
Duration: fixed term contract until 31/12/2024
Location: Liverpool
Please ensure that you quote reference VAC 2478 on all correspondence.
The Role
• Delivery of service excellence
• Protection of client assets
• Compliant with regulatory requirements and company policies
• Positive contribution to your teams new and existing initiatives
Outcomes of the Role
• Provide a professional and reliable service for clients, investment managers, advisers, and product providers.
• Ensure you are adhering to the teams current SLAs and to all regulatory requirements.
• Accountable for administrative tasks within the team in line with the team’s procedures manual.
• Ensure that you are actively participating in the 4+1 habits from Lean methodology. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures.
• Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX).
• Assist in User Acceptance Testing (UAT) of new and existing IT systems
• Ensure that you are operating within the Group data governance framework and that data quality and integrity is maintained.
• Be aware of the conduct rules and act with integrity.
• Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager
• Build and maintain relationships with all stakeholders, both internal and external
Knowledge, Skills and Experience
• Excellent organisational and time management skills
• High level of accuracy and attention to detail
• Ability to grasp new tasks quickly
• Strong written and verbal communication skills
• Client service focus
• Good working knowledge of Microsoft Office
• A team player able to multi-task in a fast-paced environment
• Ability to build constructive relationships with other members of staff at various levels
• Adaptable, flexible, and able to accept responsibility for given tasks
Rathbones promote a blended working approach and the role will be a mixture of home and office working.
To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role, current remuneration and notice period to People Resource Partner at recruit@rathbones.com
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.
Our Rewards & Benefits
We offer a comprehensive remuneration package, which is regularly reviewed. Other benefits include company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans and a range of other voluntary benefits.