Not specified; benefits: 9% pension; bonus: discre...
On-site
Client onboarding and account opening processes
Aml checks and regulatory compliance knowledge
Strong attention to detail and data accuracy
Rathbone Brothers Plc is seeking a Select Portfolio Administrator for a 6-month fixed-term contract in Glasgow. The role involves providing comprehensive administration support to ensure efficient operations within the team and delivering excellent customer service
Job Summary
The role involves managing the full lifecycle of client accounts from onboarding through amendments while ensuring strict adherence to CASS regulations.
Rathbones offers a comprehensive benefits package including a 9% non-contributory pension, private medical insurance, and a company share scheme.
Candidates will work as part of a diverse team in Glasgow, supporting clients through life's big moments with confidence and care.
Matching Summary
Match Score: 85
Rathbone Brothers Plc is seeking a Select Portfolio Administrator for a 6-month fixed-term contract in Glasgow. The role involves providing comprehensive administration support to ensure efficient operations within the team and delivering excellent customer service.
Salary
Not specified; Benefits: 9% pension; Bonus: Discretionary bonus available
Skills & Requirements
Must-have
Client onboarding and account opening processes
AML checks and regulatory compliance knowledge
Strong attention to detail and data accuracy
Nice-to-have
Experience in financial services administration
Methodical approach to operational tasks
Effective communication with investment managers
Key Requirements
GCSE English and Maths grade C or above
Strong working knowledge of MS Office including Excel