Select Portfolio Administrator

New Yesterday

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:
Job Title: Administrator
Department: Select Portfolio
Location: Glasgow
Contract Type: 9 - fixed term contract
The Role
To provide comprehensive administration support to ensure effective and efficient operations of the team to deliver an excellent customer service. Demonstrate compliance with internal policies, procedures and regulatory framework on a timely basis in accordance with
Select terms of business, procedures and
Agreed service levels
Conduct operational processes to ensure the administration of client accounts from account opening through their life cycle, accurately and on a timely basis. This will include the following activities, which is not an exhaustive list.
Outcomes of the Role
Manage client administration processes in a timely and efficient manner, ensuring accuracy of data, tasks include:
Client on boarding
Client Information Forms
Client AML checks
Client account opening and amendments
Managing the retention of client documentation
Processing client queries
Tracking and chasing clients for outstanding documentation
Liaising with Investment Managers and Investment Financial Advisers
Updating internal systems Dispatch of client documentation to clients on request
Answering client phone calls and providing answers / information to clients
Communicate effectively within the team and external teams
Undertake any other duties that may be reasonably required

To carry out processes and procedures within the business area ensuring these meet with CASS regulations highlighting any issues or concerns to line management as appropriate.
Become SME in all areas of SP to provide support for colleagues.
Knowledge, Skills and Experience
Experience working in a similar role inFinancial Services would be of interest but is not essential
GCSE in English and Maths grade C or above (or equivalent)
Strong working knowledge of MS Office including Excel
Methodical with a good attention to detail
Strong written and verbal skills
Understanding of the regulatory environment in which we operate.

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

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