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- Tasks: Support Investment Managers with admin tasks and client portfolio management.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Competitive salary, training opportunities, and a supportive team environment.
- Why this job: Gain hands-on experience in finance while making a real impact on client outcomes.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office.
- Other info: Opportunity for continuous learning and career growth in the financial sector.
The predicted salary is between 30000 - 50000 £ 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.
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 in Newcastle upon Tyne employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd 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, attend industry events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your organisational skills and client-focused approach.
✨Tip Number 3
Show off your Excel skills! Since this role involves producing reports, brush up on your Excel knowledge. We suggest creating a portfolio of sample reports to demonstrate your capabilities during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
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 us. Use specific examples from your past experiences that showcase your client-focused approach.
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 what we’re looking for. Don’t forget to mention your understanding of regulatory compliance in financial services.
Showcase Your Technical Skills: Since this role involves using Microsoft Word, Excel, and PowerPoint, make sure to highlight your proficiency in these tools. If you have experience with financial services systems, definitely include that too – it’ll give you an edge!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics related to investment operations. Familiarise yourself with common terms and processes, as this will show your understanding of the role and impress the interviewers.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think of times when you managed multiple tasks or projects simultaneously, and be ready to explain how you prioritised and executed them effectively.
✨Client-Focused Mindset
Demonstrate your client servicing skills by sharing experiences where you adapted your communication style to meet client needs. This will illustrate your ability to build strong relationships and provide excellent support.
✨Excel at Excel
Since the role requires producing Excel-based reports, make sure you’re comfortable discussing your proficiency with Excel. Bring up any relevant projects where you used Excel to analyse data or create reports, and be prepared for potential practical questions.
