Contract Investments Administrator - 6 months
Our client is seeking an Investments Administrator to join their team for a 6-month Fixed Term Contract, working from 9:00 am to 3:00 pm, Monday to Friday. The primary purpose of this role is to ensure the efficient and accurate administration of investments related to open architecture and unit-linked investment products. You will be responsible for processing transactions and managing client servicing activities in compliance with established procedures and service standards.
Job Duties:
- Support the timely and accurate administration of discretionary accounts
- Manage stock transfers and asset reviews
- Conduct cash and stock reconciliations
- Oversee corporate actions and daily valuations for personal portfolio bonds
- Perform the daily valuations process for internal unit-linked funds
- Assist with query resolution and management
- Ensure effective communication with internal and external stakeholders
Job Requirements:
- Minimum of 3 years’ experience in life assurance or investments (essential)
- Strong understanding of investment operations (essential)
- Excellent attention to detail and strong organisational skills (essential)
- Proven ability to prioritise effectively and remain organised under tight deadlines (essential)
- Timely and accurate processing capabilities (essential)
- Good written and verbal communication skills in English (essential)
- Strong analytical and problem-solving skills (essential)
- Proactive approach with the ability to work independently and collaboratively within a team (essential)
- Competence in Microsoft applications, particularly Word, Excel, Outlook, and SharePoint (essential)
What You’ll Love:
Our client fosters a supportive work environment focused on passion and collaboration. You will be part of a team that values respect, integrity, quality, trust, and innovation, contributing to a culture that enables personal and professional growth.
Contract Investments Administrator - 6 months employer: Itchyfeet Recruitment Agency
Itchyfeet Recruitment Agency is an excellent employer, offering a dynamic work environment where collaboration and operational efficiency are at the forefront. Employees benefit from a supportive culture that prioritises professional growth and continuous improvement, making it an ideal place for those seeking meaningful and rewarding employment in the UK.
Contact Details:
Itchyfeet Recruitment Agency Recruitment Team
