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- Tasks: Handle account closures and ensure compliance with regulations while providing excellent client service.
- Company: Rathbones is a trusted wealth management firm dedicated to responsible investing for clients and society.
- Benefits: Enjoy a diverse, inclusive workplace with opportunities for growth and a focus on employee well-being.
- Why this job: Join a passionate team committed to client service and continuous improvement in a fast-paced environment.
- Qualifications: Strong organisational skills, attention to detail, and proficiency in Microsoft Office are essential.
- Other info: We welcome applicants from all backgrounds and are committed to supporting individuals with disabilities.
The predicted salary is between 28800 - 43200 £ per year.
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Job ID: 1856
Department: Asset Transfers
Job Category: Support
Location:
Liverpool, GB, L3 1NW
Date: 11 Jul 2025
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.
Job Title: Administrator
Department: Operations
Location: Liverpool
Contract Type: Permanent
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
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.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
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Administrator - Account Closure Case Handling employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Account Closure Case Handling
✨Tip Number 1
Familiarise yourself with the Lean methodology mentioned in the job description. Understanding concepts like dynamic visual management boards and continuous improvement will help you demonstrate your commitment to efficiency during interviews.
✨Tip Number 2
Highlight your organisational and time management skills by preparing examples of how you've successfully managed multiple tasks in a fast-paced environment. This will show that you can thrive in the role's demanding setting.
✨Tip Number 3
Build your knowledge of CASS related processes, as this is crucial for the role. Being able to discuss these processes confidently will set you apart from other candidates and show your proactive approach.
✨Tip Number 4
Prepare to discuss how you build and maintain relationships with stakeholders. Think of specific instances where your communication skills made a positive impact, as this aligns with the company's focus on client service.
We think you need these skills to ace Administrator - Account Closure Case Handling
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills for the Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise your organisational skills, attention to detail, and any previous experience in administrative roles. Use specific examples to demonstrate your ability to manage tasks effectively in a fast-paced environment.
Showcase Communication Skills: Since strong written and verbal communication skills are essential for this role, ensure your application is well-structured and free of errors. Consider including examples of how you've successfully communicated with clients or stakeholders in the past.
Express Your Commitment to Improvement: Mention your willingness to participate in continuous improvement initiatives, as highlighted in the job description. Share any relevant experiences where you contributed to process enhancements or team efficiency.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Role
Make sure you thoroughly understand the responsibilities of the Administrator position, especially around account closure case handling. Familiarise yourself with the key tasks mentioned in the job description, such as compliance with regulatory requirements and service excellence.
✨Showcase Your Organisational Skills
Highlight your excellent organisational and time management skills during the interview. Be prepared to discuss specific examples of how you've managed multiple tasks effectively in a fast-paced environment.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to provide examples that showcase your attention to detail. You might want to mention any previous experiences where your meticulousness led to successful outcomes.
✨Emphasise Teamwork and Communication
Rathbones values collaboration and communication. Prepare to discuss how you've built constructive relationships with colleagues and stakeholders in the past, and how you can contribute positively to team initiatives.
