Front of House Administrator

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.

Department: Front of House Administrator

Location: Liverpool

Contract Type: Permanent 

Reporting to: Stephanie Church

The Role

To provide a high-quality Front of House / Telephony service to clients, acting in a professional and courteous manner at all times, contributing to the image and reputation of Rathbones.

Outcomes of the Role

• Responsible for providing a professional, efficient switchboard service, ensuring calls are answered in a timely, courteous manner, announcing calls, and taking messages. 
• Provide a professional meet and greet service to clients and external visitors.
• Process room bookings: organising details and catering as per request, liaising with IT and facilities where needed.
• Ensure client areas and meeting rooms are always maintained to a high standard, raising any issues with your line manager.
• Approve catering requests on condeco confirming details with the requestor or host.
• Prepare, present, and serve food and beverages when requested, assisting with clear down of the rooms and kitchen.
• Assist with events within Rathbone Hall
• Carry out any other duties associated with the role of FoH Administrator as requested by your line manager

Knowledge & Experience

• To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. To build and maintain a professional service to meet the needs of our clients and external contacts
• To communicate in an effective and positive manner, recognising the role is the voice of the company, whilst adopting a flexible and adaptable approach.
• To understand the professional services Rathbones, offer to clients and potential new business. Develop and maintain an awareness of the organisational structure and the risks involved when dealing with client data and demonstrate business awareness.
• To understand and comply with the requirements of our regulators, as they impact upon the business.
• To demonstrate detailed job knowledge and expertise in own area and capably answer technical questions from clients or colleagues.
• To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information.
• To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors.
• To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain calm under pressure and continue to work productively and in a focussed way.
• To demonstrate a methodical and consistent approach toward work and build systematic work processes into activities and tasks. Follow company policy and adhere to recommended working practices.
• To take responsibility for continuing one’s own professional development.
• To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times.
• Preparation of client meeting rooms to an agreed format and standards ensuring any faults or observations are reported to your line manager.
• Take daily receipt of sandwich / food deliveries.  Preparation of sandwiches, accompaniments, crockery, cutlery and glassware to agreed presentation standards and service to the meeting room at the time requested.

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.