Senior Administrator
3 months ago
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
**Department**: Operations - Fees
**Salary**: Competitive with an excellent benefits package
**Reporting to**: Operations Manager
**Location**: Liverpool
**Contract Type**: 12 month fixed term contract
The Team
The team is also responsible for the collection of fees on behalf of third parties such as Independent Financial Advisers (IFAs) who are a key introducer of new business to Rathbones. This involves ensuring that the necessary paperwork is provided in order to facilitate the payments which must be signed by the client and the IFA.
These fees may be in the form of a one off ‘Introductory’ fee or an ongoing Advice fee to the IFA which are charged at the same time as the Rathbone fees.
The team is also responsible for the distribution of client invoices and IFA statements.
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 the 4+1 habits from Lean methodology.
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
Knowledge & Experience
A minimum of 5 GCSE’s (grade A-C/ 5-9) including Maths & English
Experience of working as part of a team
2 years industry knowledge and an interest in the wealth management sector
Excellent organisational and time management skills
Fast and accurate keyboard 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
Focus on delivering service excellence
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