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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.
Location: Newcastle upon Tyne (Hybrid working)
Salary: £28,000-£35,000 DOE
Role Overview
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 elevate 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 in Newcastle upon Tyne 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 in Newcastle upon Tyne
✨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 practising common questions related to investment operations. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Showcase your tech skills! Brush up on Excel and any financial services systems you might encounter. Being able to demonstrate your proficiency can set you apart from other candidates.
✨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 proactive about their job search.
We think you need these skills to ace Investment Operations Assistant in Newcastle upon Tyne
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 listed in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your client-focused approach and ability to manage multiple priorities. We love a good story!
Show Off Your Tech Skills: Since the role requires strong 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, let us know how you used them to support your previous roles.
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!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets and investment operations. Familiarise yourself with common terms and processes, as well as the regulatory environment. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Skills
Prepare examples that highlight your organisational skills and attention to detail. Think of specific situations where you've successfully managed multiple priorities or improved a process. This will demonstrate your ability to handle the responsibilities of the Investment Operations Assistant role.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions related to client servicing and administrative support. Practising your responses will help you articulate your thoughts clearly and reduce any nerves on the day.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, ongoing projects, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
