Investment Operations Administrator

3 weeks ago


Liverpool, United Kingdom Page Personnel - UK Full time

Successful wealth management firm
- Global brand

**About Our Client**:
Due to the company's growth, both organic and through acquisition, the firm's operations teams has a number of fixed term vacancies across different roles to support the extra workload but also work on a transition project following an acquisition.

The duties for the Investment Operations Administrator roles include:

- Managing the reallocation of client assets for all received closure and/or stock transfer requests
- Ensuring all requests are completed in a professional and timely manner, adhering to company procedures and regulatory requirements
- Required to carry out other administrative tasks around settlements, fees, amendments, ensuring all delivered accurately and on time
- Providing an excellent service and support function to all relevant internal and external stakeholders such as clients, investment managers and other third parties
- Corporate actions
- Managing admin for account openings and closures

**The Successful Applicant**:
For the Investment Operations Administrator roles, you must have the following:

- Strong administration skills, ideally within financial services
- Will also consider graduates looking to start their career within financial services
- High level of accuracy and attention to details
- Adaptable, flexible and take accountability for your work
- Excellent communication skills, across all levels of an organisation
- Able to prioritise and organise your time well
- Able to respond to queries in a quick, efficient manner

**What's on Offer**:
For these fixed term roles as Investment Operations Administrator, the business is offering:

- 12 month fixed term contracts
- 25 days holiday
- Salaries £20,000-25,000 depending on experience/qualification
- Pension contribution
- Healthcare
- Excellent training
- Strong potential to extend the contract or go permanent
- Join an exciting business
- Bonus scheme
- And plenty more
- Contact
- Martin Christian
- Quote job ref
- JN-062023-6079162
- Phone number
- +44 151 255 3777



  • 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 scheme which is paid monthly. The Investment Operations Administrator provides a critical service and is...


  • 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...


  • Liverpool, United Kingdom Page Personnel Finance Full time

    Page personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the...


  • Liverpool, United Kingdom Page Personnel Full time

    Leading business in its sector - Exciting, growing financial services business **About Our Client**: This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Leading business in its sector - Exciting, growing financial services business **About Our Client**: This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial...


  • Liverpool, United Kingdom Page Personnel Finance Full time

    We have a number of permanent and fixed term roles for the operations function of a wealth management firm based in Liverpool. **Client Details** This is a successful investment company with a strong presence in the sector. They have won numerous awards for its service and development of staff. **Description** As Investment Administrator, you will get...


  • Liverpool, United Kingdom Page Personnel Finance Full time

    Page personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the...


  • Liverpool, United Kingdom Marshall Moore Full time

    We are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience. The positions offer benefits such as Private Medical Insurance and Life...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for an Investment Administrator; a unique role in a wealth management firm based in Liverpool. You will be working alongside financial advisors, completing investment administration and liaising with clients** **The position offers study support for the Diploma in Financial Planning, alongside other benefits such as Private...


  • Liverpool, United Kingdom Marshall Moore Full time

    We are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience.The positions offer study support for relevant qualifications, alongside other...


  • Liverpool, United Kingdom Marshall Moore Full time

    **Do you have experience in banking?** **Do you want to study towards professional qualifications?** **We are currently recruiting for an Investment Banking Administrator to join a reputable firm in Liverpool City Centre. The role is based in central offices and offers a friendly working environment alongside an excellent benefits package includingWFH,...


  • Liverpool, United Kingdom Marshall Moore Full time

    **We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training...


  • Liverpool, United Kingdom Sellick Partnership Full time

    **Operations Administrator** **£20k-£22k** **Fixed Term Contract, Full time** **Liverpool (hybrid-working)** Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management...


  • Liverpool, United Kingdom Sellick Partnership Full time

    **Operations Administrator** **£20k-£22k** **Permanent, Full time** **Liverpool (hybrid-working)** Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management...


  • Liverpool, United Kingdom Sellick Partnership Full time

    **Operations Administrator** **£20k-£25k** **Permanent, Full time** **Liverpool (hybrid-working)** Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management...


  • Liverpool, United Kingdom Meraki Full time

    Meraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district. This is initially a 12month fixed term contract, however likely to extend beyond this term. Key duties include; - Processing accurate client data - Updating in house systems with accurate client date -...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Exciting Transfers Administrator opportunity - Financial Services - 12 month fixed term contract **About Our Client**: This reputable business has over 100 year's experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees you will...


  • Liverpool, United Kingdom Sellick Partnership Full time

    **Senior Operations Administrator** **£25k-£28k** **Permanent, Full time** **Liverpool (hybrid-working)** Senior Operations Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment...