Administrator - Middle Office

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.

Role Title: Middle Office Administrator

Division: Group Operations

Location: London

Contract: 6 Fixed-Term Contract

Working pattern: Hybrid

About the Role

In this role you will provide excellent client service by delivering the initiation of the account opening/account amendments process, including reviewing documentation, assessing completeness and monitoring until completion.  If you have a high level of  accuracy with data inputting and enjoy working at pace to deliver a great service, then this could be a fantastic opportunity for you.

This is a 6-month Fixed term contract.

What you’ll be responsible for

• Track and monitor the progress of client cases, liaising with Investment Managers or directly with the Professional intermediary as appropriate.
• Prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis.
• Support robust management of risk by maintaining money laundering documentation.
• Encourage good working practices by advising Investment managers of correct documentation and procedures.
• Support income generation by providing administrative support to increase capacity for Investment Managers who deal with many Independent Financial Advisors.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Ability to work individually and as part of a team.
• High level of numeracy and accuracy with a methodical approach to work.
• Ability to operate in a professional manner and to work within deadlines.
• Excellent communication skills.
• A good working knowledge of Microsoft Office, Word and Excel.
• Knowledge of Account opening and amendment systems, Quasar and RID would be ideal, but not essential.

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.