PA

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title: PA

Department: RIM Research

Location: London

Contract Type: 9 fixed term contract

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.

Outcomes of the Role

• 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

Knowledge & Experience

• Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• 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

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

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