Administration Assistant

Rathbone Brothers; Exeter; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in wealth management is seeking an Administration Assistant in Exeter. The role involves providing comprehensive administrative support, ensuring compliance with internal policies, and delivering excellent client service. Ideal candidates will have experience in Financial Services and strong communication skills.

Qualifications

• Experience in a similar role in Financial Services.
• Understanding of the regulatory environment.

Responsibilities

• Provide comprehensive administrative support.
• Cover a range of administration tasks.
• Facilitate client correspondence and records.

Skills

Financial Services

Client Service

Administration

Education

GCSE Grades A-C in English and Maths

Job description

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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: Administration Assistant

Department: Investment Management

Location: Exeter

Contract Type: Permanent

Purpose of the role

To provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework.

Outcomes for the role

•Cover a range of administration tasks and ensure they are completed promptly andto a high standard.

•Range of possible tasks include, though is not limited to:

-Opening clients’ accounts whilst adhering to AML regulations

-Process and monitor account amendments for any changes of client information

-Provide administration support for portfolio transfers in and out of Rathbones

-Obtain and review CGT information

-Internally transfer holdings between accounts

-Process and monitor account closures

•Contribute to support staff meetings, suggesting improvements to proceduresand processes

•Respond promptly to telephone calls, take and pass on clear messages and project a positive image of the organisation

•Provide ad hoc administration support including reception cover as required including answering calls, welcoming guests, and preparing for meetings

•Facilitate, manage and file client correspondence and records in a timely and efficient manner ensuring accuracy of data

Skills and knowledge

•Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry

•Understanding of the regulatory environment in which we operate

•Understanding of the products and services Rathbone provide

•Be proactive in seeking opportunities to gain knowledge and understanding to aid ability to complete the role to a high standard

•Grades A-C at GCSE or equivalent in English and Maths

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 [e-mail] to let us know what adjustments you may need.