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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 in the UK.
- Benefits: Enjoy a birthday holiday, private medical insurance, and 24/7 digital health support.
- Why this job: Be part of a team that values innovation and makes a real impact on clients' lives.
- Qualifications: Experience in investment management or financial services is essential; degree preferred.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
The predicted salary is between 28800 - 43200 £ 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.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Birthday holiday, Private medical insurance, 24/7 digital GP and health advice, Employee assistance programme providing support for your mental and physical health, Family leave.
Investment Operations Administrator in Leeds employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to folks in the investment and operations sectors on LinkedIn. A friendly message can go a long way, and you never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think about how your skills align with their needs. Confidence is key!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects that highlight your experience in investment management and operations. This will help you stand out and demonstrate your value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Investment Operations Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in investment management or operations, and don’t forget to showcase your attention to detail and numerical 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 previous experiences align with the responsibilities listed. Keep it concise but impactful!
Showcase Your Interpersonal Skills: Since communication is key in this role, make sure to mention any relevant experiences where you’ve successfully interacted with clients or team members. We want to see that you can build strong relationships!
Apply Early!: We might close the vacancy early if we get enough applications, so don’t wait around! Head over to our website and submit your application as soon as you can to increase your chances of standing out.
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 give 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 assess if the company is the right fit for you.
