Team Assistant 1718

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 UKs most responsible wealth manager.

We see it as our responsibility to invest for everyones 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.

Team Assistant / Receptionist

Location: Bournemouth officebased

Contract: Permanent

What is the purpose of the role

Overall we require a person to complete our small team for secretarial/administration duties. We have worked together for over 3 years so we are well adjusted to working together and are always looking for ways to improve and streamline our work and build a healthy working environment. Together with providing a good level of service to the office and the business we believe in being the best people we can be. This work ethic is imperative to allow growth and the sustainability of the team we have cultured.

Reception Duties

Covering the reception area meet and greet of clients accepting deliveries.

Basic secretarial experience to include:

• Excel basic knowledge essential to allow input of data and printing (training given)
• Typing using template letters essential
• Support to IMs meeting preps mail shots diary management etc (training given)
• Telephone/Reception duties experience essential but training given.
• Ordering of supplies.
• To have the ability to work as a team member essential.
• Managing with help of the team the incoming requests from the Secretaries Task box (basic printing and sending out letters/statements).
• Post incoming and outgoing.
• Excel: Logging of post.
• New business spreadsheet/pipeline.
• Printing off reports on excel.

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.

Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve 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 to let us know what adjustments you may need.