Administrator - Amendments
Posted 7 days 13 hours ago by Rathbone Brothers
The Amendments team are responsible for updating all static data amendments received through both the Account Amendment system (AA) and via the team's centralised mailbox. Account Amendments (AA's) are raised via the Account Amendment System. The team's SLA to update static data amendments is 24 hours.
The Role- Delivery of service excellence
- Protection of client assets
- Compliant with regulatory requirements and company policies
- Positive contribution to your team's new and existing initiatives
- Provide a professional and reliable service for clients, investment managers, advisers, and product providers.
- Ensure you are adhering to the team's current SLAs and to all regulatory requirements.
- Accountable for administrative tasks within the team in line with the team's procedures manual.
- Ensure that you are actively participating in the 4+1 habits from Lean methodology, including 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 client 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 will escalat e any issues to your manager.
- Build and maintain relationships with all stakeholders, both internal and external.
- 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
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
- A company pension - 9% non contributory or 10% if you contribute 5%
- Private medical insurance - Individual on joining, family after 1 year's service
- Life assurance - 8 salary
- Company share scheme
- Discretionary bonus
- Flexible holidays - purchase up to 5 additional days
- Green Car Scheme
- Family friendly policies - enhanced family leave for parents & carers
- Study support - study days and funding for courses and qualifications
- Season travel ticket loans
- Other voluntary benefits you can choose to suit you
We are committed to building a team that is made up of diverse skills, experiences, and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme.