At a Glance
- Tasks: Support trading operations, process trades, and manage client cash in a dynamic environment.
- Company: Join Mattioli Woods, a leader in financial services with a supportive culture.
- Benefits: Enjoy a competitive benefits package and support for industry qualifications.
- Other info: Great opportunities for career development and a fun team culture.
- Why this job: Kickstart your career in investment operations and make a real impact.
- Qualifications: Strong numeracy, literacy, IT skills, and a proactive approach are essential.
The predicted salary is between 31500 - 38500 £ per year.
Leicester (Hybrid) Full-time | 12 Month FTC
Are you a numerate, detail-oriented professional looking to build a career in investment operations? We have an exciting opportunity for an Investment Operations Administrator to join our Client Dealing team, playing a key role in monitoring client cash, processing trades, and investing client monies in a fast-moving and rewarding environment.
About the role
As part of the Investment Operations Client Dealing team, you will support the day-to-day trading requirements of the business including client cash investment, sales, withdrawals, and model portfolio switching. You will work closely with Investment Managers, Client Relationship Managers, and the wider Finance team, and will be encouraged to contribute ideas to improve processes and drive better client outcomes.
What you'll be doing:
- Processing trades, including client cash investment, sales, withdrawals, and model portfolio switches
- Liaising with Investment Managers, CRMs, and the Investment Operations team to respond to queries and act on dealing instructions
- Managing and prioritising your workload to meet service level agreements
- Working with the Finance team to ensure accurate deduction and reporting of fees from platforms
- Managing the centralised mailbox and assisting with project work alongside senior team members
- Proactively identifying process improvements and staying up to date with system and industry changes
What we're looking for:
- Strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
- Excellent attention to detail and ability to work accurately under pressure
- Strong communication skills and ability to build effective working relationships across teams
- A proactive, organised approach with the ability to prioritise a varied workload
- Desire to obtain industry qualifications to a minimum of Level 3
What's in it for you:
- Competitive benefits package including group pension, life assurance, income protection and health cash plan
- Support to study towards industry qualifications
- Excellent opportunities for career development and progression within investment operations
- Supportive team culture with charity events and regular social activities
About Mattioli Woods
With decades of experience in financial services and employee benefits, Mattioli Woods provides tailored, relationship-led solutions to our clients. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.
Interested in joining us? Apply today or get in touch for a confidential conversation.
Investment Administrator (12 Month FTC) in Leicester 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.
