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Administrator - Closures


About Rathbones

Rathbones is a financial investment and wealth management company.

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Job description from Rathbones

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:

Department: Operations

Location: Liverpool

Contract Type: 10 month Contract

Reporting to: AccountsClosures Manager

Closing Date: 01/12/2023

The team

Account Closures are responsible for actioning client requests to leave Rathbones and wish to transfer their cash and/or stock to another company. An efficient offboarding process is important to ensure the client is given a final good impression of Rathbones.

The Role
  • Delivery of service excellence
  • Protection of client assets
  • Compliant with regulatory requirements and company policies
  • Positive contribution to your teams new and existing initiatives
Outcomes of the Role
  • Provide a professional and reliable service for clients, investment managers, advisers, and product providers.
  • Ensure you are adhering to the teams current SLAs and to all regulatory requirements.
  • Accountable for administrative tasks within the team in line with the teams procedures manual.
  • Ensure that you are actively participating in the 4+1 habits from Lean methodology. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures.
  • Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX).
  • Assist in User Acceptance Testing (UAT) of new and existing IT systems
  • Ensure that you are operating within the Group data governance framework and that data quality and integrity is maintained.
  • Be aware of the conduct rules and act with integrity.
  • Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager
  • Build and maintain relationships with all stakeholders, both internal and external
Knowledge, Skills and Experience
  • Excellent organisational and time management skills
  • High level of accuracy and attention to detail
  • Ability to grasp new tasks quickly
  • Strong written and verbal communication skills
  • Client service focus
  • Good working knowledge of Microsoft Office
  • A team player able to multi-task in a fast-paced environment
  • Ability to build constructive relationships with other members of staff at various levels
  • Adaptable, flexible, and able to accept responsibility for given tasks
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