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Administrator Client Reporting

4 weeks ago

Liverpool, United Kingdom Rathbones Full time

**Administrator Client Reporting**

**Salary**: **Competitive with an excellent benefits package**

**Reference Number: VAC 2045**

**Duration: Perm**

**Location: Liverpool**

**Please ensure that you quote reference VAC 2045 on all correspondence.**

Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Rathbones have been in business since 1742 and are a FTSE 250 listed company.

Our ambition is to be recognised as the UK’s most responsible wealth manager, and we see it as our responsibility to invest for everyone’s tomorrow. Looking beyond the short term for the most sustainable outcome. Thinking, acting and investing responsibly. In a reflection of our achievement so far, we were recognised as "ESG Champion of the Year" in the Investors' Chronicle/Financial Times 2021 Celebration of Investment Awards

**The Role**

This is a varied role which requires interaction with different areas of the business including Investment Management and other departments across Operations.

**Outcomes of the Role**
- Assist in the production of client valuation packs, tax packs and client detail summaries. This includes assisting in the production of necessary valuation and tax pack reprints
- Produce date of death tax packs and action closing pack requests from other Operations teams.
- Monitor the team inbox to ensure queries are resolved in a timely manner.
- Production and working through of regular reports and ad-hoc tasks within the Client Reporting function

**Knowledge, Skills and Experience**
- High level of accuracy and concentration with ability to grasp new tasks quickly
- Ability to work to a high standard under tight deadlines
- Adaptable, flexible and able to accept responsibility for given tasks
- Excellent organisational and time management skills
- Ability to build constructive relationships with other members of staff at various levels
- Ability to effectively prioritise workloads
- A good working knowledge of Microsoft Excel

Rathbones promote a blended working approach, and the role will be a mixture of home and office working.

**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 expansive workplace that motivates, develops and accepts the strengths of all our colleagues. Being part of Rathbones means you will join a team of hard-working professionals in a successful culture that cares for its people. At Rathbones, we provide significant work, opportunities, and a voice to all.

**Our Rewards & Benefits**

We offer a comprehensive remuneration package, which is regularly reviewed. Other benefits include company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans and a range of other voluntary benefits.

**Job Types**: Full-time, Permanent

**Benefits**:

- Work from home

Schedule:

- 8 hour shift

Ability to commute/relocate:

- LIVERPOOL: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Application deadline: 10/01/2023
Reference ID: vac 2045

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