Part-Time Investment Administrator

Search and Select; Douglas; On-site; GBP 25,000 - 36,000; Part time

Job summary

Searchandselect is recruiting an Investments Administrator on a part-time 6-month fixed term contract. Working 9:00am to 3:00pm, Monday to Friday, you will process transactions and client servicing in line with procedures and regulatory standards.

The ideal candidate will have at least 3 years in investments or life assurance, with strong attention to detail, solid organisational skills, and proficiency in Microsoft Office.

Qualifications

• 3+ years of life assurance/investments experience.
• Strong understanding of investments and technical operations.
• Excellent attention to detail and organisation.
• Ability to prioritise and meet tight deadlines.

Responsibilities

• Oversee discretionary accounts.
• Manage stock transfers and asset reviews.
• Conduct cash and stock reconciliations.
• Perform daily valuations for personal portfolio bonds.
• Valuate internal unit linked funds daily.
• Communicate with internal and external stakeholders.

Skills

Investments experience

Life assurance

Attention to detail

Organisational skills

Prioritisation

Team work

Independent working

Stakeholder communication

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

SharePoint

Job description

Our client seeks an Investments Administrator to join their team on a part-time basis for a 6 month fixed term contract.

Working 9:00am to 3:00pm, Monday - Friday, you will ensure that all transactions and client servicing activities are processed in line with established procedures, regulatory requirements, and service standards.

The ideal candidate will have a minimum of 3 years of experience and an excellent understanding of Investments.

Key Responsibilities:

• Discretionary accounts.
• Stock Transfers.
• Asset Reviews.
• Cash and stock reconciliations.
• Corporate actions.
• Daily valuations for personal portfolio bonds.
• To perform the daily valuations process for internal unit linked funds.
• To ensure the effective communication with internal and external stakeholders.

Key Skills and Experience:

• Minimum 3 years of life assurance/investments experience.
• Good understanding of Technical O perations and Investments.
• Excellent attention to detail and strong organisational skills.
• The ability to prioritise effectively and remain organised when working to tight deadlines.
• Competent in Microsoft applications, in particular Word, Excel, Outlook and SharePoint.
• A proactive approach, with the ability to work both independently and as part of a team.

Quote job ref: 16935

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