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Administrator Provider Business Support

Rathbones

Liverpool

On-site

GBP 25,000 - 30,000

Full time

Today

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Job summary

A leading investment management company in Liverpool is seeking an Administrator to ensure service excellence and compliance within their Operations team. The ideal candidate will possess excellent organizational skills and a client service focus, with a good knowledge of Microsoft Office and experience in administrative functions. Join a workplace dedicated to building an inclusive environment where your contributions lead to meaningful outcomes for clients and stakeholders.

Qualifications

Experience in an administrative role within a client-centered environment.
Demonstrated ability to maintain high standards of client service.
Experience with data governance framework and maintaining data quality.

Responsibilities

Deliver service excellence to clients and stakeholders.
Ensure compliance with regulatory requirements and company policies.
Participate in the continuous improvement initiatives across the team.

Skills

Excellent organisational and time management skills

High level of accuracy and attention to detail

Ability to grasp new tasks quickly

Strong written and verbal communication skills

Client service focus

Good working knowledge of Microsoft Office

A team player able to multi-task in a fast‑paced environment

Ability to build constructive relationships with other members of staff

Adaptable and flexible

Tools

SAP BusinessObjects

Crystal Reports

QuickBooks

Oracle

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

Administrator

Department

Operations – Provider Business Support

Location

Liverpool

Contract Type

Permanent

Reporting to

Joe Scott

The Team

The Provider Business Support team provides liaison between Rathbones and external financial firms which have significant mutual client relationships. These include primarily providers of tax wrappers such as SIPPs and offshore bonds.

The team also has interactions with intermediaries (adviser firms) with whom Rathbones has a strategic relationship.

The team's main responsibility is to ensure Rathbones uphold contractual and regulatory requirements with regards to SIPP and Offshore Bond accounts.

The Role

Delivery of service excellence
Protection of client assets
Compliant with regulatory requirements and company policies
Positive contribution to your teams’ new and existing initiatives

Outcomes of the Role

Provide a professional and reliable service for clients, investment managers, advisers and product providers.
Ensure you are adhering to the team's current SLAs and to all regulatory requirements.
Accountable for administrative tasks within the team in line with the team's procedures manual.
Ensure that you are actively participating in the 41 habits from Lean methodology. These include dynamic visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues and standard operating procedures.
Support the continuous improvement across the team leading to enhancements in efficiency and client and customer experience (CX / UX).
Assist in User Acceptance Testing (UAT) of new and existing IT systems.
Ensure that you are operating within the Group data governance framework and that data quality and integrity is maintained.
Be aware of the conduct rules and act with integrity.
Be aware of CASS related processes relevant to your team and that you escape any issues to your manager.
Build and maintain relationships with all stakeholders both internal and external.

Knowledge Skills and Experience

Excellent organisational and time management skills
High level of accuracy and attention to detail
Ability to grasp new tasks quickly
Strong written and verbal communication skills
Client service focus
Good working knowledge of Microsoft Office
A team player able to multi-task in a fast‑paced environment
Ability to build constructive relationships with other members of staff at various levels
Adaptable, flexible and able to accept responsibility for given tasks

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 are 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. If you require adjustments to apply for a role at Rathbones please contact us via email to let us know what adjustments you may need.

Required Experience

Unclear Seniority

Key Skills