About the Company
We have been trusted for generations to guide clients through their individual investment story and the world of investment management. Today we serve clients who have a wide range of investment needs, preferences and risk tolerances. Return, risk and responsibility are the three facets we consider in every investment decision.
About the Role
To provide a range of efficient, effective and confidential executive support services (analytical, administrative and technical) to assist the Co-CIO’s to carry out their role within the Group.
Responsibilities
- Manage Co-CIO’s to ensure deadlines are met by assessing and establishing priority tasks, allocating appropriate time for action and providing briefings/summary information in advance
- Diary management – managing conflicting demands, recognising the importance and relevance of meetings and the ability to prioritise.
- Drafting reports and presentation for internal and external audiences, collating contributions from direct reports and other submitters.
- Carry out research into specific areas, for example helping with due diligence into new initiatives
- Provide a range of administrative support services including creating and maintenance of management information, spreadsheets, databases and project updates and SharePoint pages.
- Arranging travel schedules including all material for trips
- Proactive and effective email management
- Client liaison where appropriate
- Collating daily diary packs with necessary papers, travel information, tickets etc
- Dissemination of information to relevant parts of the business
- Providing general administrative support and cover to all PAs during holiday and other absences and general support to the team as required
Qualifications
Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
Required Skills
- Proficient in Excel, Word, PowerPoint, MS Teams
- Excellent attention to detail and accuracy
- Excellent time management and organisation skills
- Able to build relationships, navigate politics and manage/influence stakeholders
- Able to use initiative, set own objectives and targets and commit to the delivery of these
- Must be discreet and comfortable dealing with confidential information
- Broad knowledge of Executive’s business area and Rathbones overall (once in role)
- Broad understanding of corporate governance
- Awareness of the Financial Services/Wealth Management industry including regulatory aspects
Pay range and compensation package
£42000,- £44,000 per annum
Hybrid working
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