Personal Assistant, Fund Managers

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: RAM

Location: London

Contract Type: Permanent

The Role

The role of the PA is to support the senior leadership within the Investment

team, with their administrative tasks, including diary management and travel arrangements. The PA will provide support to all fund managers. They will also provide cover as needed for their PA/ EA peers within RAM and Distribution.

Outcomes of the Role

Responsible for providing confidential assistance and administrative support to the Leaders mentioned above. Duties to include (but not limited to):

• Acting as a first point of contact for internal and external stakeholders. Fielding and directing email requests where necessary.
• Diary management and organising team events.
• Booking travel and accommodation, including travel packs and schedules.
• Assisting in the preparation (and printing if necessary) of packs and documents, required for leadership meetings.
• Managing invoices and other regular administrative tasks.
• Ensuring Leaders are prepared for upcoming meetings and events.
• Support and provide input to Group wide topics such as Business Continuity Planning.

Knowledge, Skills and Experience

• Proven experience as a Personal Assistant in the financial sector
• Excellent knowledge of Word, Excel and PowerPoint
• Accurate keyboard skills
• Experience of supporting governance forums and committees is preferable
• Strong organisational skills, with attention to detail.
• Excellent communication and interpersonal skills (presentational; listening; diplomacy; influencing).
• Proactive and professional approach to all job aspects.
• Clear commitment to an effective and efficient organisation.
• Proven record of delivering all work accurately and on time.
• Ability to:
• Work effectively as a member of a team
• Relate well to staff across the company
• Prioritise
• Work under pressure and to tight deadlines
• Be a problem solver

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.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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