Investment Administrator

Mattioli Woods · Other US Location

Company

Mattioli Woods

Location

Other US Location

Type

Full Time

Job Description

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!#

Apply Now

Date Posted

12/07/2024

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