Our client is seeking a Senior Administrator to join their Investments team on a full-time permanent basis. The main purpose of the role is to deliver a high-quality and efficient administration service across various investment activities. This position requires a strong understanding of investment administration and operational processes, with responsibility for ensuring that transactions and customer requests are progressed accurately and within agreed service standards. The Senior Administrator will take ownership of complex queries, identify and manage operational risks, and work closely with both internal teams and external investment counterparties to secure positive outcomes for customers.
Job Duties:
- Process and oversee a range of investment-related transactions and administration accurately and in accordance with service levels.
- Maintain accurate investment, asset, and customer records.
- Liaise with fund managers, custodians, discretionary managers, and other relevant parties to progress transactions and resolve queries.
- Investigate complex investment or administration queries, identifying appropriate solutions and escalating where necessary.
- Develop and maintain a strong understanding of relevant investment products, processes, and systems.
- Support the resolution of outstanding transactions, exceptions, and reconciliation issues.
- Ensure work is completed in line with established procedures, controls, and regulatory requirements.
Job Requirements:
- Previous experience within financial services, ideally within investments, investment operations, life assurance, or a related administration environment.
- A good understanding of investment administration and operational processes.
- Knowledge of investment types, such as collective investments, funds, equities, and bonds, is advantageous.
- Experience dealing with external parties such as fund managers, custodians, or financial advisers is preferred.
- Proven ability to handle complex queries and take ownership through to resolution.
- Experience in checking work, supporting colleagues, or providing technical guidance would be beneficial.
- Strong attention to detail and a commitment to accuracy.
- Excellent organisation and prioritisation skills.
- Strong written and verbal communication skills.
- Ability to work effectively under pressure and manage competing priorities.
- Strong problem-solving skills and the ability to make sound decisions.
- Customer-focused with a strong sense of personal ownership.
- Collaborative and approachable with the ability to support colleagues.
- Adaptable and positive towards change.
- Proactive approach to learning and personal development.
- Proficient in Microsoft Office applications, particularly Excel, Outlook, and Word.
What You’ll Love:
In this supportive environment, you'll have the opportunity to grow your skills and develop your career while contributing positively to your team. Our client values continuous improvement and actively encourages participation in initiatives that enhance processes and customer outcomes. You will enjoy working collaboratively with a dedicated team committed to excellence in investment administration.
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