Job Description
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