Receptionist Office Coordinator

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Receptionist & Office Coordinator

Division: Wealth Management Client Care

Location: Birmingham

Contract: Permanent

Hiring Manager: Sereena Millward

Working pattern: Monday to Friday 9am 5pm

About the Role

To support the delivery of consistent and high-quality Front of House services which includes the provision of face-to-face client visits switchboard services colleague queries and co-ordination of room bookings for the Birmingham office and other offices across the Group as per business requirements.

What you will be responsible for

The face and voice of the company provide service excellence to all clients and visitors

Deliver a professional efficient switchboard service.

Meet and greet guests on arrival as per our Standard Operating Procedure (when launched).

Liaise with clients and colleagues to create a seamless service

Administer room bookings for the office including meeting room prep and maintenance for internal& external meetings (e.g. arranging desks / seating and coordinating technology requirements formeetings)

Provide catering for colleagues and clients as per requests ensuring standards are met andrelevant stocks are maintained and machinery is functioning and clean on a daily basis. ( coffee machine and availability of required stock)

Assist with clear downs and general presentation support for all office areas (i.e. client areas andstaff/storage areas)

Ensure cleanliness standards are met in the client kitchen and stock is replenished

Support in processing and preparation for collection and sending of post as required.

Responsible for maintaining office supplies across office i.e. stationary print supplies. Checkstock/availability each week.

Responsible for preparation of and collation of Marketing collateral for Birmingham office

Banking of cheques received in-office & sending daily confirmation to Finance Team

Provide Stock Reconciliations team with daily safe custody report

Purchase orders and Invoices i.e. arranging and sending to Accounts Payable to action.

Act as the primary point of contact for The Colmore Building including liaising with building management and associated contractors/vendors

About you

Support on ad-hoc projects as required by the Group for your site.

Any other duties as required

Measures of success:

Strong communication services.

Service excellence provided to all guests arriving at reception

Adapting to last minute changes communicating with the team

Time management ensure all scheduled meetings are fully preprepared before the clients arrival

Achieving objectives agreed with Line Manager

Our offer to you

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance Individual on joining family after 1 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

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.

Were a Disability Confident Employer (level 2) 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 click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.