Investment Operations Administrator

2 weeks ago


Liverpool, Liverpool, United Kingdom Search Consultancy Full time
My client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus schemewhich is paid monthly.

The Investment Operations Administrator provides a critical service and is responsible for all aspects of investment administration fee calculations or ISA transfers, the role is varied, interesting, professionally and financially rewarding and offers an introductionto a meaningful career where personal development is highly encouraged.

The main duties and responsibilities include

  • Accurately process new business, monitoring progress through to completion, monitoring receipt of funds and initial fees
  • Liaising with ceding ISA scheme providers to request ISA transfer monies, ensuring all relevant information is obtained.
  • Complete fee and other complex calculations.
  • Handle both written and telephone enquiries from clients, advisers and 3rd party service providers.
Essential skills

  • Strong written and verbal communication skills
  • Customer focused attitude
  • Ability to work to deadlines
  • Time management


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