Investment Operations Administrator

1 day left

Recruiter
Tulip Recruitment
Location
Basingstoke
Salary
£23,000 per annum
Posted
27 Jan 2018
Closes
24 Feb 2018
Contract Type
Permanent
Hours
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

Responsibilities

  • 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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