Senior Investment Operations Administrator

1 week ago


Cheltenham, Gloucestershire, United Kingdom Oxbow Resourcing Full time


Senior Investment Operations AdministratorFull-time/Permanent positionHybrid role- Cheltenham- 2 days a week(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level? Would you like to work for a business that are 100% committed to the future development of their employees A business that will pay for you and support you through further studies/relevant courses as soon as you join them?Oxbow Resourcing are working on a exclusive basis with a leading financial services company in Cheltenham.

They are looking for a dynamic and experienced Senior Investment Operations Administrator to join their dedicated team.

This is a unique opportunity to play a crucial role in ensuring the seamless delivery of high-quality services to their clients and financial planners.


About the Role:


As the Senior Investment Operations Administrator, you will be the linchpin of the Investment Operations Team, providing essential administrative support and acting as the first point of contact for investment operation queries.

Your role will involve liaising with custodians and providers to ensure timely and compliant resolutions, managing internal and external expectations, and deputizing for the Head of Investment Operations when needed.


Key Responsibilities:

Leadership and Support:
Guide junior team members, allocate workloads effectively, and support team development

Client Interaction:
Ensure client instructions are processed efficiently, maintain up-to-date client details, and manage the on boarding and off boarding processes

Operational Excellence:
Continuously review and improve workflows and processes, maintaining high standards of housekeeping to ensure the smooth running of the department

Collaboration:
Work closely with all client-facing teams to ensure the best outcomes for their clients

What We're Looking For:

Essential Experience:
A minimum of 2 years in investment operations within the financial services sector

Education:
Minimum of 5 GCSEs graded A-B (6) or equivalent, including Maths and English

Skills:
Strong communication, teamwork, and problem-solving skills, with an excellent attention to detail and the ability to manage workloads effectively

Desirable Qualities:

Experience with financial platforms, pension providers, or custodians, and a willingness to learn about various financial products and platforms.

This business believe in fostering a collaborative and supportive work environment where your contributions make a significant impact.

They offer opportunities for professional growth and development, ensuring that you can achieve your career aspirations while delivering exceptional service to their client base.

If you are a proactive, resilient, and detail-oriented professional with a passion for investment operations, Oxbow Resourcing want to hear from you.

Please either apply via the job link or send your CV to Oxbow Resourcing direct- We look forward to hearing from you

  • Cheltenham, Gloucestershire, United Kingdom Oxbow Resourcing Full time

    Senior Investment Operations Administrator Full-time/Permanent position Hybrid role- Cheltenham- 2 days a week (Parking allowance available when on-site in Cheltenham) Are you ready to take your investment operations career to the next level? Would you like to work for a business that are 100% committed to the future development of their employees.......


  • Cheltenham, Gloucestershire, United Kingdom Oxbow Resourcing Full time

    Senior Investment Operations AdministratorFind out more about this role by reading the information below, then apply to be considered.Full-time/Permanent positionHybrid role- Cheltenham- 2 days a week(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level? Would you like to work for a...


  • Cheltenham, Gloucestershire, United Kingdom Oxbow Resourcing Full time

    Senior Investment Operations AdministratorFull-time/Permanent positionHybrid role- Cheltenham- 2 days a week(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level? Would you like to work for a business that are 100% committed to the future development of their employees........A...


  • Cheltenham, Gloucestershire, United Kingdom Oxbow Resourcing Full time

    Senior Investment Operations AdministratornFull-time/Permanent positionnHybrid role- Cheltenham- 2 days a weekn(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level?Would you like to work for a business that are 100% committed to the future development of their employees.........A...


  • Cheltenham, Gloucestershire, United Kingdom Reviva Resourcing Full time £30,000

    We're looking for an Operations Administrator to join Technology firm based near Cheltenham. They're offering a basic salary up to £30,000 per annum and offer a flexible working schedule, with core hours between 9:30am – 3:30pm so, you can work those earlier or later shifts if you prefer. You'll need to have previous Administrative and potentially some...


  • Cheltenham, Gloucestershire, United Kingdom The Dean Close Foundation Full time

    Operations Administrative AssistantSalary: up to £15 per hour, DOELocation: CheltenhamThis is a temporary, part time vacancy.Dean Close School are looking to appoint an Operations Administrative Assistant to start in September 2024. This is a part time position, working 20 hours per week during term time, on a fixed term contract, initially for 9 months,...


  • Cheltenham, Gloucestershire, United Kingdom The Dean Close Foundation Full time

    Operations Administrative AssistantSalary: up to £15 per hour, DOELocation: CheltenhamThis is a temporary, part time vacancy.Dean Close School are looking to appoint an Operations Administrative Assistant to start in September 2024. This is a part time position, working 20 hours per week during term time, on a fixed term contract, initially for 9 months,...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    A leading firm of Chartered Accountants are looking to appoint an Audit Senior Manager to join their reputable Cheltenham office. As the Senior Audit Manager, you will be servicing clients, managing a team and supporting partners with business development and practice management. Responsible for maximising profitability from a portfolio of clients, taking...


  • Cheltenham, Gloucestershire, United Kingdom Spencer Clarke Group Full time

    ~ Senior Administrator ~Spencer Clarke Group are working in partnership with Gloucestershire County Council to appoint a Senior Administrator to work within the Childrens Social Care ICT Service.3-6 Month agency contract with a view to being extended on an ongoing basis.Location - Gloucestershire, GL1 2TGFull Time Hours - 37 hours.Rate of Pay - £14+ per...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Your new company A leading firm of Chartered Accountants are looking to appoint an Audit Senior Manager to join their reputable Cheltenham office. This job opportunity has been created due to their excellent reputation in the marketplace and continued growth. They are seeking an ambitious and hard-working individual to complement their successful and busy...


  • Cheltenham, Gloucestershire, United Kingdom Dean Close Foundation Full time

    Dean Close School are looking to appoint an Operations Administrative Assistant to start in September 2024. This is a part time position, working 20 hours per week during term time, on a fixed term contract, initially for 9 months, but could be extended to 12 months.The role and responsibilities of this position are to include:To provide PA support to the...


  • Cheltenham, Gloucestershire, United Kingdom Ubico Full time

    We're a friendly and ambitious company with a big responsibility. We help to keep the spaces and places where people live, work and visit clean, green and tidy. We impact the lives of everyone where we work so it's important that we always deliver quality and get it right first time.Ubico employs over 700 staff and operates 900 vehicles and plant over 1200...


  • Cheltenham, Gloucestershire, United Kingdom RE Recruitment Full time

    An exciting opportunity for a senior administrator has become available within Gloucester but the companies office will be moving to the heart of Cheltenham in the new year so a full UK driving licence is essential. Are you looking for a varied role? Areyou looking to work for a family orientated organisation? If so this role is perfect for you Working...


  • Cheltenham, Gloucestershire, United Kingdom Gloucestershire Health and Care NHS Foundation Trust Full time

    Join our team as a Senior Administrative Assistant at Springbank Community Resource Centre in Cheltenham. As part of the Children's Community Nursing and Children's Complex Care team, you will play a crucial role in providing comprehensive administrative support to enable the delivery of high-quality care to families in Gloucestershire.The Administrator will...

  • Administrator

    1 week ago


    Cheltenham, Gloucestershire, United Kingdom Tate Full time

    Administrator£9.90p/hFull time hours per weekLocation - Bishops Cleave, Cheltenham. GL52 8YQ**Hybrid after trainingKey Responsibilities: Vetting and activating new portfolios Vetting and activating direct debits Vetting Transfers In and sending authorities to providers Checking paperwork and making correctionsSkills: Excellent attention to detail and data...


  • Cheltenham, Gloucestershire, United Kingdom Gloucestershire Hospitals NHS Foundation Trust Full time

    The Patient Investigation and Learning Team are looking for an experienced, professional, positive and flexible Band 4, Senior Complaints Administrator.A main component of the role is to provide a full and confidential administrative service (primarily the complaints process), to maintain accurate and up to date records in all cases on dedicated...

  • Senior Secretary

    1 week ago


    Cheltenham, Gloucestershire, United Kingdom Adjacency Recruitment Full time

    Senior Secretary6 month sickness coverFlexible hours and hybrid working availableBased Cheltenham - start date immediate (1-2 weeks notice).Our client, a friendly, small, dynamic property investment business based in central Cheltenham are currently looking to recruit an experienced Executive Secretary to cover the MD's PA who is currently on long term...

  • Administrator

    1 week ago


    Cheltenham, Gloucestershire, United Kingdom GB Solutions Full time

    £ 22000 to £25000CheltenhamOur fast-growing client in the manufacturing industry is seeking a Operations Administrator on a full time, permanent basis.The Operations Administrator will join the operations team, facilitating the flow of administrative tasks throughout the order lifecycle.Responsibilities:Create and monitor orders, monitor stock levels and...


  • Cheltenham, Gloucestershire, United Kingdom Travail Employment Group Ltd Full time

    We have an exciting opportunity to join a Global Business in the heart of Cheltenham in their Administration support team.IntroductionAs an Insurance Technician in our client's Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert...


  • Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time

    Technical Administrator (Report writing) Location: Between Cirencester and Stroud (GL6) Salary: Highly competitive Hours: Full time or Part time Working as part of the team at an Appointed Representative of St. James s Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly...