Contract Investments Administrator - 6 months

Our client is seeking an Investments Administrator to join their team for a 6-month Fixed Term Contract, working from 9:00 am to 3:00 pm, Monday to Friday. The primary purpose of this role is to ensure the efficient and accurate administration of investments related to open architecture and unit-linked investment products. You will be responsible for processing transactions and managing client servicing activities in compliance with established procedures and service standards.

Job Duties:

• Support the timely and accurate administration of discretionary accounts
• Manage stock transfers and asset reviews
• Conduct cash and stock reconciliations
• Oversee corporate actions and daily valuations for personal portfolio bonds
• Perform the daily valuations process for internal unit-linked funds
• Assist with query resolution and management
• Ensure effective communication with internal and external stakeholders

Job Requirements:

• Minimum of 3 years’ experience in life assurance or investments (essential)
• Strong understanding of investment operations (essential)
• Excellent attention to detail and strong organisational skills (essential)
• Proven ability to prioritise effectively and remain organised under tight deadlines (essential)
• Timely and accurate processing capabilities (essential)
• Good written and verbal communication skills in English (essential)
• Strong analytical and problem-solving skills (essential)
• Proactive approach with the ability to work independently and collaboratively within a team (essential)
• Competence in Microsoft applications, particularly Word, Excel, Outlook, and SharePoint (essential)

What You’ll Love:

Our client fosters a supportive work environment focused on passion and collaboration. You will be part of a team that values respect, integrity, quality, trust, and innovation, contributing to a culture that enables personal and professional growth.

Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.