Administration Assistant

Company description:

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.

Job description:

Job Title: Administrative Assistant

Department: Chichester

Location: Chichester

Contract Type: 12 month Fixed Term

The Role

To provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework.

Outcomes of the Role

• Cover a range of administration tasks and ensure they are completed promptly andto a high standard.
• Range of possible tasks include, though is not limited to:
• -Opening clients accounts whilst adhering to AML regulations
• -Process and monitor account amendments for any changes of client information
• -Provide administration support for portfolio transfers in and out of Rathbones
• -Obtain and review CGT information
• -Internally transfer holdings between accounts
• -Process and monitor account closures
• Contribute to support staff meetings, suggesting improvements to proceduresand processes
• Respond promptly to telephone calls, take and pass on clear messages and project a positive image of the organisation
• Provide ad hoc administration support including reception cover as required including answering calls, welcoming guests, and preparing for meetings
• Facilitate, manage and file client correspondence and records in a timely and efficient manner ensuring accuracy of data

Knowledge, Skills and Experience

• Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• Understanding of the regulatory environment in which we operate
• Understanding of the products and services Rathbone provide
• Be proactive in seeking opportunities to gain knowledge and understanding to aid ability to complete the role to a high standard
• Grades A-C at GCSE or equivalent in English and Maths

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Location: Kingsham, GB

Posted Date: 11/26/2024