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- Tasks: Support Investment Managers with admin tasks and client portfolio management.
- Company: Dynamic financial services firm in Newcastle with a hybrid working model.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a collaborative team and make a real impact in the finance world.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office.
- Other info: Opportunity for continuous learning and growth in financial markets.
The predicted salary is between 28000 - 35000 £ per year.
The Investment Operations Assistant will provide high-quality administrative and operational support to Investment Managers, ensuring the efficient day-to-day management of client portfolios within a regulated environment. This role requires strong organisational skills, attention to detail, and a client-focused approach. You will work closely with Investment Managers and the wider team to support portfolio administration, client servicing activities, and operational processes to help deliver positive client outcomes.
Key Responsibilities
- Provide day-to-day administrative support to Investment Managers, including preparation of documentation, correspondence and client meeting arrangements.
- Support client relationship management through accurate, timely and professional administration, adapting communication where clients may require additional support.
- Process account opening and closure requests in line with internal procedures.
- Manage stock transfers, cash movements and payment processing.
- Maintain and update client and account records on internal systems.
- Produce Excel-based reports using internal portfolio and client data.
- Support trade processing when required, ensuring instructions are accurately executed and correctly recorded.
- Assist with preparation for client meetings, presentations and pitches.
- Support ongoing team projects and operational initiatives.
- Carry out general administrative and ad hoc tasks as required.
- Contribute to continuous improvement initiatives and best practice sharing.
- Undertake relevant technical training and continuous professional development.
- Proactively develop knowledge of financial markets, products and industry regulations.
Skills & Experience
Technical Skills
- Strong proficiency in Microsoft Word, Excel and PowerPoint.
- Experience working with financial services systems or databases (training provided where required).
Regulatory & Compliance Awareness
- Good understanding of regulatory and compliance obligations within financial services.
- Ability to follow internal procedures and escalate issues appropriately.
Core Competencies
- Excellent attention to detail with a high standard of accuracy.
- Strong organisational and time management skills.
- Ability to work independently and manage multiple priorities.
- Strong communication and interpersonal skills.
- Client-focused mindset with a professional approach.
- Collaborative team player with strong relationship-building skills.
Investment Operations Assistant employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show that you’re not just a fit for the role, but also for the team. Tailor your answers to reflect their values and how you can contribute.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Investment Operations Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations Assistant role. Highlight your organisational skills and attention to detail, as these are key for the position. We want to see how your experience aligns with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your client-focused approach and any relevant experience in financial services. We love seeing enthusiasm, so let us know why you’re excited about this opportunity at StudySmarter.
Showcase Your Technical Skills: Since the role requires proficiency in Microsoft Word, Excel, and PowerPoint, make sure to mention any relevant experience you have with these tools. If you've worked with financial services systems before, give us the details – we want to know how you can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial markets and investment operations. Familiarise yourself with common terms and processes related to portfolio management, as this will show your genuine interest in the role and help you answer questions confidently.
✨Showcase Your Skills
Be ready to discuss your proficiency in Microsoft Excel, Word, and PowerPoint. Prepare examples of how you've used these tools in previous roles, especially in creating reports or managing data. This will demonstrate your technical skills and how they can benefit the team.
✨Client-Focused Mindset
Highlight your experience in client servicing and relationship management. Think of specific instances where you adapted your communication style to meet a client's needs. This will illustrate your client-focused approach and ability to build strong relationships.
✨Ask Smart Questions
Prepare thoughtful questions about the company's operations, team dynamics, and ongoing projects. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your values and work style.
