Investment Operations Administrator

1 day left

Tulip Recruitment
£23,000 per annum
27 Jan 2018
24 Feb 2018
Contract Type
Full Time

Due to continued growth, this forward thinking organisation is seeking an individual to complete all back-office administrative tasks for the Operations Team


  • Place daily trades, transfers and amendments
  • Responsible for the setup, daily pricing and management of financial products
  • Quality checking for operations team
  • Distribution processing and corporate events
  • Document Management and scanning
  • Processing of legal and AML documentation
  • Complete complex queries and write letters to clients when required
  • Oversight of mailings
  • Outbound calling when required
  • Investment Operations projects and testing
  • Overflow for call centre when required
  • Assist other operational areas as and when required

About You

  • Experience in investment or Financial Services administration is desirable
  • Knowledge of investment set up and daily management
  • Investment Operations Certificate (IOC) - Preferable but not essential
  • Attention to detail
  • Ability to analyse reports and provide accurate MI
  • Strong Excel skills
  • Strong customer focus
  • Good telephone manner
  • Communication and Influence
  • Commercial
  • Planning and Organisation
  • Problem Solving
  • Control Focus
  • Drive for Results
  • Customer Service
  • Technical Skills and Knowledge

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