Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Job Title: Administrator
Department: Middle office
Location: Bristol
Contract Type: Fixed term contract - 12 months
The Role
To provide excellent client service by delivering the initiation of the account opening/account amendments process, including reviewing documentation, assessing completeness, monitoring of same until completion.
This role requires you to attend the Bristol office full-time while in training and then will be hybrid with 3 days each week in the office.
Outcomes of the Role
Tracks and monitor the progress of client cases, liaising with Investment Managers or direct with the Professional intermediary as appropriate.
Supports robust management of risk by maintaining money laundering documentation.
Encourages good working practices by advising Investment managers of correct documentation and procedures.
Supports income generation by providing administrative support to increase capacity for Investment Managers who deal with many IFAs.
Knowledge, Skills and Experience
Ability to work individually and as part of a team.
High level of numeracy and accuracy with a methodical approach to work.
High level of attention to detail.
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.
Profile description:
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