Investment Administrator

Cloudium Systems Limited; Leicester; Hybrid; GBP 22,000 - 32,000; Full time

Job summary

An established industry player is looking for an enthusiastic Investment Administrator to join their Leicester office. This entry-level role offers a fantastic opportunity to learn about the asset management industry while providing essential administrative support to the investment operations team. You'll develop strong organizational and communication skills while working in a collaborative environment. With a focus on career progression, this role not only allows you to grow professionally but also encourages participation in charity fundraising and social activities. If you're self-driven and eager to kickstart your career in finance, this could be the perfect fit for you!

Benefits

Group pension

Life assurance

Income protection

Health cash plan

Choice of voluntary benefits

Qualifications

• Strong numeracy, literacy, and IT skills are essential.
• Proficiency in Microsoft Office, especially Excel, is required.

Responsibilities

• Support the investment operations team with general administration.
• Coordinate and respond to client requests and queries.

Skills

Organisational skills

Time management skills

Numeracy skills

Literacy skills

IT skills

Communication skills

Attention to detail

Self-driven

Tools

Microsoft Office

Excel

Job description

Join to apply for the Investment Administrator role at Cloudium Systems

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. 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!

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking