At a Glance
- Tasks: Process trades, manage client cash, and improve investment operations.
- Company: Join Mattioli Woods, a leader in financial services with a supportive culture.
- Benefits: Enjoy competitive benefits, career development, and support for industry qualifications.
- Other info: Be part of a dynamic team with charity events and social activities.
- Why this job: Kickstart your career in investment operations and make a real impact.
- Qualifications: Strong numeracy, IT skills, and a proactive approach are essential.
The predicted salary is between 27000 - 33000 £ 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:
- 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.
Developing Investment Administrator in Leicester employer: mattioliwoods
Mattioli Woods is an exceptional employer that fosters a supportive and collaborative work culture, making it an ideal place for professionals looking to grow in investment operations. With a competitive benefits package, opportunities for career development, and a commitment to employee well-being, you will thrive in a dynamic environment that values your contributions and encourages continuous learning. Located in Leicester, this hybrid role offers the perfect balance of flexibility and teamwork, ensuring you can excel while enjoying a fulfilling career.
