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Select portfolio administrator

Glasgow (Glasgow City)
Permanent
Rathbones Group Plc
Posted: 2 March
Offer description

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: Select Portfolio

Location: Glasgow

Contract Type: 9 - fixed term contract

The Role

To provide comprehensive administration support to ensure effective and efficient operations of the team to deliver an excellent customer service. Demonstrate compliance with internal policies, procedures and regulatory framework on a timely basis in accordance with

* Select terms of business, procedures and
* Agreed service levels

Conduct operational processes to ensure the administration of client accounts from account opening through their life cycle, accurately and on a timely basis. This will include the following activities, which is not an exhaustive list.

Outcomes of the Role

1. Manage client administration processes in a timely and efficient manner, ensuring accuracy of data, tasks include:
2. Client on boarding
3. Client Information Forms
4. Client AML checks
5. Client account opening and...

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