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- Tasks: Support Investment Management and Operations teams with onboarding and daily transaction reporting.
- Company: Dynamic financial services firm based in Leeds.
- Benefits: Private medical insurance and a birthday holiday.
- Why this job: Join a team that values exceptional client service and attention to detail.
- Qualifications: Experience in investment management or financial services and strong interpersonal skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in Leeds is seeking an Operations Administrator to provide administrative support to Investment Management and Operations teams.
Responsibilities include:
- Onboarding accounts
- Daily transaction reporting
- Ensuring exceptional service for clients
The ideal candidate will have:
- Experience in investment management or financial services
- Excellent interpersonal skills
- A strong attention to detail
The role offers benefits such as private medical insurance and a birthday holiday.
Operations Administrator — Investment & Client Services in Leeds employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Administrator — Investment & Client Services in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those working in investment management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment management and client services. We recommend practising common interview questions and having examples ready that showcase your attention to detail and interpersonal skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation. It shows you’re keen and helps keep you top of mind for the hiring team.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Operations Administrator — Investment & Client Services in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment management or financial services. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: As an Operations Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Progeny
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of investment management and financial services. Familiarise yourself with common terms and processes, as well as the specific services the firm offers. This will show that you're genuinely interested and ready to hit the ground running.
✨Show Off Your Attention to Detail
Since the role requires a strong attention to detail, be prepared to discuss examples from your past where this skill was crucial. Whether it’s catching errors in reports or ensuring compliance with regulations, having concrete examples will help you stand out.
✨Prepare for Client Interaction Scenarios
Given that exceptional service for clients is key, think about how you would handle various client scenarios. Practice responses to potential questions or issues clients might raise, demonstrating your interpersonal skills and ability to maintain professionalism under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the team dynamics, company culture, or specific challenges the Operations team faces. This not only shows your interest but also helps you gauge if the company is the right fit for you.