Senior Administrator - Contracts

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:  Senior Administrator - Contracts

Department: Operations - Contracts

Head of Department: Lynn Moran

Location: Liverpool

Contract Type: Permanent

The Team

Contracts are responsible for the processing of client deals and act as the middle party between the Dealing Desk and Settlements team to ensure a successful life cycle of a trade from trade execution to market settlement.

The team process and distribute contract notes, where required, to meet FCA regulations.

The Role

• Delivery of service excellence and protection of client assets
• Provide support and act as an escalation point to your team members
• Compliant with regulatory requirements and company policies
• Positive contribution to and support for new initiatives within your team and wider Operations

Outcomes of the Role

• Accountable for dealing with more complex administrative requests and activities within your team
• Assist in the production of appropriate management information, including information relating to key performance indicators, key risk indicators aligned to your responsibilities. Ensure these are produced on time and are appropriate for relevant committee audiences thereafter
• Ensure that you are actively participating in Continuous Improvement principals and the 4+1 habits
• Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX)
• Be responsible for User Acceptance Testing (UAT) of new and existing IT systems
• Be responsible for the initial and ongoing training of team members
• Be responsible for ensuring that the teams’ procedures are kept up to date and are an accurate reflection of working practises and that any CASS issues are escalated and resolved as and when necessary
• Any other duties as required

Knowledge, Skills and Experience

• Excellent organisational and time management skills
• High level of accuracy and concentration with ability to grasp new tasks quickly
• Meticulous attention to detail
• Strong written and verbal communication skills
• Ability to effectively prioritise workloads
• Ability to work under pressure and to tight deadlines
• Effective problem solver, generating practical solutions to often complex issues
• Good working knowledge of Microsoft Office applications
• Focus on delivering service excellence
• A minimum of 5 GCSE’s (grade A-C/ 5-9) including Maths & English
• Experience of working as part of a team

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.