Administrator - Account Opening & Amendments

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Company description:
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.
Job description:
Role Title: Administrator
Department: Middle Office
Location: Glasgow
Role Type:FTC - September 2026
The Role
To provide comprehensive data entry support to ensure accurate, high quality, effective and efficient information is captured on systems which feed through to allow for an excellent client service. Demonstrates compliance with internal policies,procedures and regulatory framework.
Outcomes of the Role
To cover a range of administration tasks ensuringcompletion is prompt andto a highstandard.
Range of possible tasks include, though is not limited to:
Understand client documentation and the systems relevant to ensure accurate records are maintained: InvestCloud, RID, Account Opening
Inputting data to correct fields accurately
Checking data entered is 100% accurate
Update InvestCloud Data Entry Team Database
Contribute to team meetings, suggest improvements to procedures and processes
Seek andimplement solutions and best practises across the team
Ensure KPIs are maintained
Complete any other ad hoc administrative tasks as required
Knowledge, Skills and Experience
Have experience working in a similar role in Financial Services, the Investment or WealthManagement industry
Understanding of the regulatory environment in which we operate
Be proactive in seeking opportunities to gain knowledge and understanding to aidability to complete the role to a high standard
Be proactive in seeking opportunities to drive efficiency in the team
Good working knowledge of Microsoft Office
Strong written and verbal communication skills
Ability to work with speed and accuracy, within tight deadlines
Excellent attention to detail, organisational and time management skills
Ability to build constructive relationships with other staff members at various levels
Grades A-C at GCSE or equivalent in English and Maths
IOC qualification is desirable
Administration/data entry experience

TPBN1_UKTJ
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Location:
Glasgow
Salary:
not provided
Job Type:
FullTime
Category:
Administration

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