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- Tasks: Support client services and manage administrative tasks in a fast-paced environment.
- Company: Join Rathbones, a trusted leader in investment and wealth management for generations.
- Benefits: Enjoy a diverse workplace, meaningful work, and opportunities for personal development.
- Why this job: Be part of a responsible team that values integrity and client service while making a social impact.
- Qualifications: Strong organisational skills, attention to detail, and proficiency in Microsoft Office required.
- Other info: We welcome applicants from all backgrounds and are committed to inclusivity.
The predicted salary is between 28800 - 43200 £ per year.
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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: 12 months
Reporting to: Jennie Johnson
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 - Closures Case Handling employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Closures Case Handling
✨Tip Number 1
Familiarise yourself with Rathbones' values and mission. Understanding their commitment to responsible wealth management will help you align your responses during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Highlight your organisational and time management skills in conversations. Since the role requires excellent attention to detail and the ability to multi-task, be ready to share specific examples of how you've successfully managed similar tasks in the past.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory requirements. Given the importance of adhering to these standards in the role, showcasing your knowledge and any relevant experiences can set you apart from other candidates.
✨Tip Number 4
Network with current or former employees of Rathbones if possible. They can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews and understanding what the team values most.
We think you need these skills to ace Administrator - Closures 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 Skills: Emphasise your organisational, time management, and communication skills in your CV and cover letter. Provide specific examples of how you've demonstrated these skills in previous roles.
Showcase Your Client Service Focus: Since the role involves providing a professional service to clients, include examples of your client service experience. Mention any relevant achievements that demonstrate your commitment to client satisfaction.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for this role.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Company Values
Before your interview, take some time to research Rathbones and their commitment to responsible wealth management. Be prepared to discuss how your values align with theirs, especially regarding client service and integrity.
✨Showcase Your Organisational Skills
As an Administrator, you'll need excellent organisational and time management skills. Prepare examples from your past experiences that demonstrate your ability to manage multiple tasks efficiently while maintaining a high level of accuracy.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle challenges in a fast-paced environment. Think of specific situations where you've successfully resolved issues or improved processes, as this will highlight your adaptability and team player mentality.
✨Demonstrate Communication Skills
Strong written and verbal communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've effectively communicated with clients and colleagues in previous roles.
