Client Reporting Administrator — Precision & Insight

Rathbones Group Plc; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in Liverpool is seeking an Administrator for the Client Reporting team. The role involves assisting in producing client valuation and tax packs, managing undelivered client emails, and ensuring timely resolutions of queries. The ideal candidate must possess strong organizational skills, attention to detail, and a good knowledge of Microsoft Excel. Working in a vibrant environment, the firm offers a comprehensive benefits package and values diversity and inclusion.

Benefits

Company pension

Private medical insurance

Life assurance

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Qualifications

• High level of accuracy and concentration with ability to grasp new tasks quickly.
• Ability to work to a high standard under tight deadlines.
• Excellent organisational and time management skills.

Responsibilities

• Assist in the production of client valuation and tax packs.
• Manage undelivered client emails.
• Produce date of death tax packs.

Skills

Accuracy and concentration

Organizational skills

Time management

Microsoft Excel

Relationship building

Job description

A leading wealth management firm in Liverpool is seeking an Administrator for the Client Reporting team. The role involves assisting in producing client valuation and tax packs, managing undelivered client emails, and ensuring timely resolutions of queries. The ideal candidate must possess strong organizational skills, attention to detail, and a good knowledge of Microsoft Excel. Working in a vibrant environment, the firm offers a comprehensive benefits package and values diversity and inclusion.