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:
Role Title: Middle Office Administrator
Division: Group Operations
Location: Liverpool
Contract: Fixed Term until 31/12/2026
Hiring Manager: Kelly Dudley
Working pattern: Hybrid
About the Role
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 youll 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
If you meet some of these criteria and are excited about the role, we encourage you to apply
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.
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