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- Tasks: Provide top-notch client service by managing account openings and amendments.
- Company: Dynamic financial services firm located in Liverpool.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Join a fast-paced environment where your accuracy and skills make a real difference.
- Qualifications: Strong numeracy, communication skills, and proficiency in Microsoft Office.
- Other info: Great chance to develop your career in a supportive team.
The predicted salary is between 30000 - 42000 £ per year.
In this role you will provide excellent client service by delivering the initiation of the account opening/account amendments process, including reviewing documentation, assessing completeness and monitoring until completion. If you have a high level of accuracy with data inputting and enjoy working at pace to deliver a great service, then this could be a fantastic opportunity for you.
What you'll be responsible for:
- Track and monitor the progress of client cases, liaising with Investment Managers or directly with the Professional intermediary as appropriate.
- Prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis.
- Support robust management of risk by maintaining money laundering documentation.
- Encourage good working practices by advising Investment managers of correct documentation and procedures.
- Support income generation by providing administrative support to increase capacity for Investment Managers who deal with many Independent Financial Advisors.
About you:
- Ability to work individually and as part of a team.
- High level of numeracy and accuracy with a methodical approach to work.
- Ability to operate in a professional manner and to work within deadlines.
- Excellent communication skills.
- A good working knowledge of Microsoft Office, Word and Excel.
- Knowledge of Account opening and amendment systems, Quasar and RID would be ideal, but not essential.
Middle Office Administrator in Liverpool employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Middle Office Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a Middle Office Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research common questions for administrative roles and practice your answers. We want you to shine when discussing your accuracy with data inputting and your ability to work under pressure.
✨Tip Number 3
Show off your skills! If you’ve got experience with Microsoft Office, especially Excel, make sure to highlight that in conversations. We all know how important those skills are in this role, so don’t be shy about it!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to go directly to the source. Good luck!
We think you need these skills to ace Middle Office Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Middle Office Administrator role. Highlight your experience with account opening processes and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Accuracy: Since accuracy is key in this role, don’t shy away from mentioning specific examples where your attention to detail made a difference. Whether it’s data inputting or managing documentation, let us know how you’ve nailed it in the past!
Communicate Clearly: Your communication skills are crucial, so make sure your application is clear and concise. Use straightforward language and structure your thoughts well. We appreciate a good communicator who can liaise effectively with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you understand the role of a Middle Office Administrator inside out. Familiarise yourself with account opening processes, documentation requirements, and the importance of accuracy in data inputting. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since you'll be liaising with Investment Managers and intermediaries, it's crucial to demonstrate your excellent communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've effectively communicated in past roles.
✨Highlight Your Team Spirit
This role requires both individual and team work. Be prepared to share examples of how you've successfully collaborated with others in previous jobs. Emphasise your ability to support colleagues and contribute to a positive working environment.
✨Get Tech-Savvy
Brush up on your Microsoft Office skills, especially Excel, as it's likely to come up in the interview. If you have any experience with account opening systems like Quasar or RID, make sure to mention it. Even if you haven't used them, showing a willingness to learn can set you apart.