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Investment Operations Coordinator

2 months ago

Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time
Investment Operations Administrator Role

At Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth operation of our investment services.

Key Responsibilities:
  • Provide administrative support to the Investment Operations Team, ensuring efficient and effective day-to-day operations.
  • Maintain accurate records and update client details in accordance with Service Level Agreements.
  • Assist with the onboarding and offboarding of clients, including updating CRM systems and informing providers.
Requirements:
  • At least 1 year of customer service experience within Financial Services.
  • Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English.
  • Demonstrable experience of working with or for platforms, pension providers, or custodians.
  • Knowledge of Microsoft and customer technology solutions.
  • Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products, and distribution.
What We Offer:
  • Competitive salary up to £30,000 depending on experience.
  • Non-contributory Pension Scheme.
  • Private Medical Insurance.
  • Parking allowance.
  • Generous holiday allowance, rising with length of service.
  • Work from home and flexible working available.

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