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Job Details

Closing Date
28/08/2020 23:59
25 June 2018

Investment Operations Administrator

Do you want to work for one of the UK’s leading independently-owned stockbroking and investment management firms?

A fantastic opportunity has arisen for a 12 month fixed-term Investment Operations Administrator to join our Investment Operations team based at the Locksbottom Office in Orpington.
About the Team
The Investment Operations team regularly supports and liaises with colleagues in both our Head Office departments and our many nationwide offices. The team are responsible for a vast range of tasks, including; probate valuations; placing and new issue co-ordination; regulatory reporting obligations (such as investment and MIFID II reporting); Investment Management general support and communications; and the administration and management of our Managed Portfolio Service. The team will also support the business with any project work as required.  
What you will be doing
Reporting to the Investment Operations Coordinator, the role involves producing probate valuations, and providing necessary support on various processes such as confirmation of holdings, and sale of shares. You will also be assisting in the preparation and issue of regulatory reports to clients, onboarding and administering accounts in the firm’s Managed Portfolio Service and providing support to  colleagues and clients on the phone and on email. You will also be expected to  assist and cover for colleagues within the Investment Operations department and undertake general administrative tasks as required.

What you will bring to the team
You will have an enthusiastic and positive approach to work, with a focus on providing excellent client care and service within an administrator role building relationships with both clients and colleagues within the firm. You will possess the ability to learn new systems and have a good attitude to dedicate time to understanding the regulatory requirements of the role; whilst having the drive and initiative to take responsibility within your day to day role.

Good organisation skills are essential, with a keen eye for detail, excellent written and verbal communication skills and the ability to proactively resolve any potential problems before they arise; whilst working under pressure to meet tight deadlines. 

In return, we offer a competitive reward packaged including 25 days annual leave plus bank holidays, a discretionary bonus scheme, contributory pension, private medical care and travel loans.

If you would like to work within an award-winning firm that was established in 1875, is proud of its history and values its people, please submit you CV along with a covering letter. Alternatively, please contact Shauna Phelan on 0113 200 6591 for an informal discussion about the role.
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