Platform Investments Trade Operations Specialist

AJ Bell; Manchester; Hybrid; GBP 22,860 - 27,940; Full time

Benefits offered by this job

Starting salary of 25,400

25 days holiday plus bank holidays

6% pension with matched contributions

Discretionary bonus scheme

Share schemes

Health cash plan and discounted private healthcare

Free onsite gym

Enhanced family leave

Travel and bike loan schemes

Employee assistance programme

Job summary

AJ Bell in Manchester is seeking a platform investments administrator to join their operations department. This role focuses on providing excellent customer service through efficient trading practices and maintaining the integrity of customer data.

The ideal candidate will have strong attention to detail, customer service skills, and experience in financial services, specifically in stockbroking or banking. The company offers a hybrid working model and a competitive salary along with various benefits.

Qualifications

• Excellent customer service skills.
• Highly accurate work with excellent attention to detail.
• Ability to work to deadlines.
• IT literacy; confident with Word and Excel.
• Excellent verbal and written communication.
• Previous experience in a financial services administration role is desirable.

Responsibilities

• Assist in the setup of various asset types across the platform.
• Maintain static data and ensure all assets are priced accurately.
• Check and match executed trades.
• Process trade rebookings and request static data updates.
• Monitor client and counterparty exposure.
• Ensure programme trades run and perform as expected.
• Action ad-hoc fund conversions at the request of clients.
• Liaise with other teams for customer service.
• Support management with project implementations.

Skills

Customer service skills

Attention to detail

IT literacy (Word and Excel)

Verbal and written communication

Ability to work to deadlines

Job description

AJ Bell in Manchester is seeking a platform investments administrator to join their operations department. This role focuses on providing excellent customer service through efficient trading practices and maintaining the integrity of customer data.

The ideal candidate will have strong attention to detail, customer service skills, and experience in financial services, specifically in stockbroking or banking. The company offers a hybrid working model and a competitive salary along with various benefits.