Contract Investments Administrator - 6 months

Itchyfeet; United Kingdom; On-site; GBP 23,000 - 35,000; Full time

Job summary

Itchyfeet is seeking a Contract Investments Administrator for a 6-month Fixed Term Contract to support administration of investments related to open architecture and unit-linked products. You will process transactions and manage client servicing in line with procedures and service standards.

Focus is on accurate processing, timely settlements, and proactive collaboration with internal and external stakeholders in a life assurance/investments environment.

Qualifications

• Minimum of 3 years’ experience in life assurance or investments (essential).
• Strong understanding of investment operations (essential).
• Excellent attention to detail and strong organisational skills (essential).
• Proven ability to prioritise effectively and remain organised under tight deadlines (essential).
• Timely and accurate processing capabilities (essential).
• Good written and verbal communication skills in English (essential).
• Strong analytical and problem-solving skills (essential).
• Proactive approach with the ability to work independently and collaboratively within a team (essential).
• Competence in Microsoft Word, Excel, Outlook and SharePoint (essential).

Responsibilities

• Support the timely and accurate administration of discretionary accounts.
• Manage stock transfers and asset reviews.
• Conduct cash and stock reconciliations.
• Oversee corporate actions and daily valuations for personal portfolio bonds.
• Perform the daily valuations process for internal unit-linked funds.
• Assist with query resolution and management.
• Ensure effective communication with internal and external stakeholders.

Skills

Investment operations

Attention to detail

Communication skills

Analytical/problem-solving

Proactive & collaborative

Tools

Word

Excel

Outlook

SharePoint

Job description

Contract Investments Administrator - 6 months

Our client is seeking an Investments Administrator to join their team for a 6-month Fixed Term Contract, working from 9:00 am to 3:00 pm, Monday to Friday. The primary purpose of this role is to ensure the efficient and accurate administration of investments related to open architecture and unit-linked investment products. You will be responsible for processing transactions and managing client servicing activities in compliance with established procedures and service standards.

Job Duties:

• Support the timely and accurate administration of discretionary accounts
• Manage stock transfers and asset reviews
• Conduct cash and stock reconciliations
• Oversee corporate actions and daily valuations for personal portfolio bonds
• Perform the daily valuations process for internal unit-linked funds
• Assist with query resolution and management
• Ensure effective communication with internal and external stakeholders

Job Requirements:

• Minimum of 3 years’ experience in life assurance or investments (essential)
• Strong understanding of investment operations (essential)
• Excellent attention to detail and strong organisational skills (essential)
• Proven ability to prioritise effectively and remain organised under tight deadlines (essential)
• Timely and accurate processing capabilities (essential)
• Good written and verbal communication skills in English (essential)
• Strong analytical and problem-solving skills (essential)
• Proactive approach with the ability to work independently and collaboratively within a team (essential)
• Competence in Microsoft applications, particularly Word, Excel, Outlook, and SharePoint (essential)

What You’ll Love:

Our client fosters a supportive work environment focused on passion and collaboration. You will be part of a team that values respect, integrity, quality, trust, and innovation, contributing to a culture that enables personal and professional growth.