Wealth Admin – Account Opening & Amendments

Rathbones Group Plc; Glasgow; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading wealth management firm in Glasgow is seeking an Administrator for Account Opening & Amendments. Responsibilities include providing data entry support to ensure high-quality client service, covering administration tasks, and maintaining accurate records. Candidates should have experience in Financial Services, strong communication skills, and attention to detail. The position offers competitive benefits and aims to foster a diverse, inclusive workplace.

Benefits

Company pension

Private medical insurance

Life assurance

Flexible holidays

Study support

Other voluntary benefits

Qualifications

• Experience working in a similar role in Financial Services.
• Understanding of the regulatory environment.
• Ability to work with speed and accuracy.

Responsibilities

• Provide comprehensive data entry support.
• Ensure accurate records are maintained.
• Cover a range of administration tasks.

Skills

Experience in Financial Services

Proactive learning

Microsoft Office

Communication skills

Attention to detail

Education

Grades A-C at GCSE in English and Maths

Job description

A leading wealth management firm in Glasgow is seeking an Administrator for Account Opening & Amendments. Responsibilities include providing data entry support to ensure high-quality client service, covering administration tasks, and maintaining accurate records. Candidates should have experience in Financial Services, strong communication skills, and attention to detail. The position offers competitive benefits and aims to foster a diverse, inclusive workplace.