Rathbones Apprentice Academy

Coordinate and manage scheduling for meetings, events, and conferences across various teams Prepare and distribute meeting agendas, materials, and minutes, ensuring all follow-up actions are tracked and completed Assist with document management, including preparing, filing, and organizing client and company documents in compliance with regulatory standards Act as a point of contact for internal and external stakeholders, ensuring efficient communication with other departments in the firm, and clients Source and compile data for internal and client reports Assist client service teams in gathering client information, preparing account documents, and responding to routine client inquiries Updating of Client Relationship Management systems, ensuring that all client and account information is current and accurate Identify opportunities to improve administrative and operational processes for greater efficiency and accuracy Provide backup support to team members as needed, covering essential tasks during absences or peak workload times

Training:
You will study for the Level 3 Business Administrator Qualification via and apprenticeship, tuition for which is provided by BPP As part of the apprenticeship 6 hours of your working week will be dedicated to this learning, with an expectation that study will also take place outside of working hours The apprenticeship will take you up to 18 months to complete

Training Outcome:
At the end of the programme, you may have the opportunity to apply for a role in a client facing, or one of our Enabling Functions teams depending on your interests and skill set

Employer Description:

At Rathbones, we help people invest their money well, so they can live well. That’s our purpose, and it guides everything we do. If you’re looking to build a meaningful career in the wealth management industry, our Apprentice Academy is a great place to begin.

You’ll work with teams who are focused on long-term relationships and sustainable success. We’re looking for people who want to learn, get stuck in and take charge of where they go next.

Working Hours :
Monday - Friday, 9.00am - 5.00pm

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Team working,Initiative