ISA Administration & Compliance Assistant

Rathbones Group Plc; Liverpool; On-site; GBP 21,000 - 25,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Discretionary bonus

Flexible holidays

Study support

Season travel ticket loans

Gym discounts

Volunteering days

Job summary

Rathbones seeks an Administrator to support ISA operations from our Liverpool office. You will ensure service excellence, protect client assets and comply with HMRC ISA rules within a busy Operations - ISA team.

The role covers regulatory reporting, maintaining data quality, and assisting in UAT and IT system changes. A strong admin background, GCSEs, and MS Office skills are essential for this FTC role.

Qualifications

• Excellent organisational and time management skills.
• High level of accuracy and attention to detail with ability to grasp new tasks quickly.
• Strong written and verbal communication skills.
• Focus on delivering service excellence.
• Good working knowledge of Microsoft Office applications.

Responsibilities

• Delivery of service excellence and protection of client assets.
• Compliant with regulatory requirements and company policies.
• Positive contribution to your teams new and existing initiatives.
• Supporting Continuous Improvement practices and standard operating procedures.

Skills

Organisational skills

Attention to detail

Communication skills

MS Office

Team player

Multitasking

Relationship building

Adaptable

Education

GCSEs including Maths & English

Tools

Microsoft Office

Job description

Rathbones seeks an Administrator to support ISA operations from our Liverpool office. You will ensure service excellence, protect client assets and comply with HMRC ISA rules within a busy Operations - ISA team.

The role covers regulatory reporting, maintaining data quality, and assisting in UAT and IT system changes. A strong admin background, GCSEs, and MS Office skills are essential for this FTC role.