Investment Operations Specialist

The Recruitment Council; Randburg; On-site; GBP 42,000 - 64,000; Full time

Job summary

The Recruitment Council is seeking an experienced investment administration professional in the United Kingdom to manage client transactions, reconciliations, and compliance-related activities. You will liaise with clients, advisors, and third-party providers while maintaining data integrity in investment systems.

The ideal candidate holds a bachelor’s degree in a related field and has at least five years of experience in financial services, with proficiency in Excel/Outlook/Word; familiarity

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• Minimum 5 years of experience in investment administration or similar role in financial services.
• Basic to intermediate Microsoft Excel, Outlook, and Word skills.
• Proficiency in reporting systems like Elite Wealth or Ease-Fica is a bonus.
• Understanding of South Africa FICA regulations is advantageous.

Responsibilities

• Manage and process client investment transactions, including new investments, additions, redemptions, transfers, and switches.
• Perform reconciliations of investment accounts, resolve discrepancies, and prepare accurate reports for clients and management.
• Ensure all activities adhere to internal policies to identify and mitigate operational risks.
• Liaise professionally with clients, financial advisors, and third-party providers to address inquiries.
• Maintain accurate records in investment administration systems to ensure data integrity and confidentiality.
• Assist in ad-hoc projects such as system upgrades.

Skills

Excel (basic/intermediate)

Outlook (basic/intermediate)

Word (basic/intermediate)

Education

Bachelor’s degree in Finance/Business Administration/Economics

Tools

Elite Wealth

Ease-Fica

Job description

The Recruitment Council is seeking an experienced investment administration professional in the United Kingdom to manage client transactions, reconciliations, and compliance-related activities. You will liaise with clients, advisors, and third-party providers while maintaining data integrity in investment systems.

The ideal candidate holds a bachelor’s degree in a related field and has at least five years of experience in financial services, with proficiency in Excel/Outlook/Word; familiarity