Senior Investment Administrator (1741)
Senior Investment Administrator (1741)
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Job Description
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.
Senior Investment Administrator
Location: London
Contract: Permanent
What is the team like
This is an exciting opportunity to join an experienced administration team which supports Investment Managers. You will be encouraged to build relationships with clients intermediaries share your thoughts and ideas on new regulations and help the team develop their procedures in light of changing regulations and internal procedures.
What are the key responsibilities
Main tasks:
General administration duties to support the investment team as a whole
Liaise with admin and settlement areas as necessary
Ensure compliance with regulatory and organisational requirements / procedures at all times
Preparation of forms for potential new clients and organise client on-boarding.
Arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible.
Role specific tasks:
Distribute and respond as appropriate internal correspondence and e-mails
Liaise with clients and/or advisers to on-board new accounts and ensure the documentation meets regulatory standards.
Arrange the stock/cash transfer; close accounts when necessary.
Carry out full range of administrative duties as requested or by using own initiative.
Liaise with Settlements in respect of all admin queries and amendments to client information
Produce information for client meetings.
Maintain up to date regulatory knowledge and communicate potential changes in legislation to Investment Managers.
Ensure all activities/actions undertaken meet and comply with compliance standards
What skills and knowledge are we seeking
Competent at working to deadlines and managing own time.
Flexible attitude to work in response to changing workloads and deadlines within the team.
Exceptional focus on attention to detail
Good numerical skills
Highly IT literate with an ability to learn new systems.
Excellent working knowledge of Microsoft Office Word Excel and PowerPoint.
Working knowledge of Fiscal and Pulse is desirable but not essential.
Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
Excellent telephone manner.
Relevant administrative experience in a financial services environment.
Any other attributes that would be helpful
Proactive individual who is naturally efficient organised can manage time well and competent at working to deadlines.
Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.
Reliable and enthusiastic individual with a strong sense of integrity.
Strong interpersonal skills.
A team player who is prepared to put in additional hours if necessary to meet deadlines.
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.
Required Experience:
Senior IC
Employment Type
Full Time
