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- Tasks: Support Investment and Operations teams, ensuring exceptional client service and efficient processes.
- Company: Join Progeny, a forward-thinking firm revolutionising financial services with tech-driven solutions.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a wellbeing day for your mental health.
- Why this job: Make a real impact in a dynamic environment while building long-term client relationships.
- Qualifications: Experience in investment management or financial services is essential; degree preferred.
- Other info: Be part of a B-Corp certified company that values community and employee wellbeing.
The predicted salary is between 36000 - 60000 £ per year.
As an Administrator, you will play a pivotal role in partnering with both Investment and Operations teams, fostering seamless collaboration to drive efficiency and excellence. You will be responsible for ensuring that every client receives an exceptional standard of service, supporting complex processes with precision, and contributing to the delivery of tailored solutions that strengthen long-term relationships and uphold the firm’s reputation for quality.
Key Responsibilities
- Provide administrative support to the Investment Management and Operations teams, including general administration, client communication, data production and analysis.
- Account onboarding, including system input, letter production, and client queries.
- Assisting with the coordination of transfers of accounts to/from other providers.
- Production of illustrations and product literature to support the Investment and Sales process.
- Preparation of reviews for Investment Manager Client meetings.
- All administration tasks, including general correspondence, telephone calls and client servicing.
- Daily reconciliation processing.
- Daily transaction reporting of market transactions to the FCA.
- Support other areas of the business as required.
Skills, Knowledge and Expertise
- Educated to degree standard (desirable).
- Experience gained within investment management, operations or Financial Services (essential).
- Experience with a CRM and Portfolio Management system.
- Excellent working knowledge of investments within admin and/or operations.
- Understanding of the Microsoft Office suite.
- Excellent interpersonal skills with the ability to communicate effectively with investment managers and clients.
- Ability to work to deadlines and excellent time management.
- Flexible attitude to work.
- Strong focus and attention to detail.
- Strong numerical skills.
Benefits
- 30 days holiday plus public holidays
- Wellbeing day
- Birthday holiday
- Volunteering day
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Referral scheme
About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach, and we have recently achieved the globally recognised B-Corp certification. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Asset Management Operations Administrator in Leeds employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management Operations Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to folks in the investment management and operations sectors. Attend industry events or join online forums where you can connect with potential employers and learn about job openings before they hit the mainstream.
✨Tip Number 2
Show off your skills! When you get the chance to chat with hiring managers, highlight your experience with CRM and Portfolio Management systems. Share specific examples of how you've used these tools to improve efficiency or client service in your previous roles.
✨Tip Number 3
Prepare for interviews by researching the company culture at Progeny. Understand their values and how they integrate technology into their services. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a forward-thinking firm like Progeny that values innovation and collaboration.
We think you need these skills to ace Asset Management Operations Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Asset Management Operations Administrator role. Highlight your experience in investment management and operations, and don’t forget to showcase your excellent interpersonal skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your skills align with our mission at Progeny. Keep it concise but impactful!
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We want to see that you can produce work with precision right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and operations. Familiarise yourself with the key responsibilities listed in the job description, especially around client communication and data analysis. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Skills
Prepare to discuss your experience with CRM and Portfolio Management systems. Be ready to provide examples of how you've used these tools in previous roles to enhance efficiency or improve client service. Highlighting your numerical skills and attention to detail will also set you apart.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to administrative support and client servicing. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the team dynamics between Investment and Operations or how the firm measures success in client relationships. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.