Investment Operations Specialist – Client Dealing & Trades

Investment Operations Specialist – Client Dealing & Trades

Full-Time 27900 - 34100 Β£ / year (est.) Home office (partial)
Mattioli Woods

At a Glance

  • Tasks: Monitor client cash, process trades, and support investment operations in a dynamic environment.
  • Company: Mattioli Woods, a leading investment firm with a hybrid work culture.
  • Benefits: 12-month FTC, competitive salary, and opportunities for professional growth.
  • Other info: Great opportunity for career development in the finance sector.
  • Why this job: Join a fast-paced team and make a real impact on client investments.
  • Qualifications: Proactive, organised, and able to collaborate effectively with teams.

The predicted salary is between 27900 - 34100 Β£ per year.

Mattioli Woods in Leicester (hybrid) is seeking an Investment Operations Administrator on a 12-month FTC to support the Client Dealing team.

You will monitor client cash, process trades and help invest client monies in a fast-moving environment.

You’ll work with Investment Managers, CRMs and the Finance team, driving process improvements and ensuring accurate fee deductions and reporting.

A proactive, organised approach is essential.

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Investment Operations Specialist – Client Dealing & Trades employer: Mattioli Woods

At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including hybrid working options, and a collaborative team culture, you will have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.

Mattioli Woods

Contact Details:

Mattioli Woods Recruitment Team

We think you need these skills to ace Investment Operations Specialist – Client Dealing & Trades

Client Cash Monitoring
Trade Processing
Investment Management Support
Process Improvement
Fee Deduction Accuracy
Reporting Skills
Proactive Approach