Part-Time Investments Administrator — 6-Month Contract

Searchandselect; 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

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.