Personal Assistant

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 UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s 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: PA

Department: RIM

Location: Bournemouth

Contract Type: 12 month secondment / 12 month fixed term contract

The Role

 To provide a range of efficient, effective and confidential executive support services to assist the Regional Director to carry out their role within the Group.

Outcomes of the Role

·         Diary management – managing conflicting demands, recognising the importance and relevance of meetings and the ability to prioritise. Booking both internal meetings and client reviews

·         Taking minutes, drafting presentations for internal audiences, collating contributions from direct reports and other submitters. 

·         Provide a range of administrative support services including creating and maintenance of management information, spreadsheets and databases, as well as drafting client correspondence on a regular basis

·         Arranging travel and accommodation

·         Proactive and effective email management 

·         Regular client liaison

·         Meeting preparation for internal and client meetings

·         Dissemination of information to relevant parts of the region  

·         Working with the office heads on a regional level and also other regional heads and their EAs, as well as the business management team

·         Working with a team of secretaries in Bournemouth and helping to provide holiday cover where necessary

Knowledge & Experience

·         Prior experience in an assistant or secretary role

·         Proficient in Excel, Word, PowerPoint, MS Teams

·         Excellent attention to detail and accuracy

·         Excellent time management and organisation skills

·         Able to build relationships, navigate politics and be confident with talking to clients on the telephone

·         Able to use initiative, set own objectives and targets and commit to the delivery of these

·         Must be discreet and comfortable dealing with confidential information

·         Broad knowledge of Executive’s business area and Rathbones overall (once in role)

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.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve 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 recruit@rathbones.com to let us know what adjustments you may need.