Administrator Account Closure Case Handling
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Job Location:
Monthly Salary:
Posted on:
15 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
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.
Job Title: Administrator
Department: Operations
Team: Closures Case Handling
Location: Liverpool
Contract Type: 12 Month FTC
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 teams current SLAs and to all regulatory requirements.
- Accountable for administrative tasks within the team in line with the teams 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 clients 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 escalate 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.
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:
Unclear Seniority
Key Skills
- Data Entry
- Adobe Acrobat
- AS400
- EDI
- Microsoft Outlook
- Cloud Architecture
- Microsoft Excel
- Quick Books
- Administrative Experience
- Order Fulfillment
- Project Implementation
- Sales Support
About Company
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
