Investment Administrator

Posted 10 Days Ago
Be an Early Applicant
Leicester, Leicestershire, England
Entry level
Fintech • Payments • Financial Services
The Role
In this role, the investment administrator will assist the investment operations team by providing general administrative support related to client dealing, managing portfolios, responding to client inquiries, and participating in projects. The role requires strong organizational skills and attention to detail.
Summary Generated by Built In

Do you have great organisational and time management skills with a desire to learn more about investments? If so, this could be the perfect role for you!

We are looking for an administrator to join our Leicester office on a 12-month fixed term contract. Joining our investments team, this is a great opportunity for someone who is looking to take the first step in their career with a well-established company.

As an investment administrator, you will gain unique experience in the asset management industry and get a taste of the exciting process of supporting our clients on their growth journey.

This role is office based with the occasional day/days working from home, as agreed with your line manager.

The successful applicant will:

  • possess strong numeracy, literacy, and IT skills, with proficiency in Microsoft Office, especially Excel

  • demonstrate excellent attention to detail, time management and organisational skills

  • be self-driven and able to work without constant supervision

  • have excellent interpersonal and communication skills, both written and verbal

MORE ABOUT THE ROLE

As an investment administrator, the successful applicant will support the investment operations team along the entire investment process by providing general investment administration support.

Your responsibilities may include, but are not limited to:

  • day to day administration in line with the trading requirements of the Investment Operations Client Dealing team

  • day to day co-ordination and switching process on our model portfolios

  • working with colleagues to manage the centralised mailbox, in line with service level agreement

  • assist in the successful management of our investment proposition

  • responsible for coordinating and responding to client requests and queries

  • participation in projects which may require your assistance from time to time

BENEFITS PACKAGE

In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes the following:

  • group pension

  • life assurance

  • income protection

  • health cash plan

  • plus a choice of voluntary benefits

It is flexible so that means you can pick benefits to suit you!#

Top Skills

Excel
The Company
HQ: Leicester
552 Employees
On-site Workplace
Year Founded: 1991

What We Do

Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.

We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.

Similar Jobs

TransUnion Logo TransUnion

IT Service Continuity Manager

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Leeds, West Yorkshire, England, GBR
13000 Employees

Warner Bros. Discovery Logo Warner Bros. Discovery

Lead Maintenance Assistant - Warner Bros. Studios Leavesden

Artificial Intelligence • Digital Media • Gaming • Machine Learning • News + Entertainment • Software
Hybrid
Leavesden, Abbots Langley, Hertfordshire, England, GBR
40000 Employees
Hybrid
London, Greater London, England, GBR
1500 Employees
Hybrid
London, Greater London, England, GBR
1500 Employees

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account