Investment operations assistant Work, Jobs in Satley, Dur (with Salaries)

Investment Operations Assistant
RGH‑Global Limited —Newcastle upon Tyne
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Databases
Hourly Paid Sports Facilities Assistant (2025/LT117)
EAST DURHAM COLLEGE —Peterlee
- £14.24 an hour
- Weekend availability
- Presentation skills
- IT
- Communication skills
- Free parking
- Gym membership
Research Assistant / Associate in Advanced Spectroscopy for Sustainable Chemicals
Newcastle University —Newcastle upon Tyne
- £33,951 - £37,694 a year
- Full-time
- Doctoral degree
- Engineering
- Research
1d
Assistant Facilities Manager
GXO Logistics —Billingham
- Up to £45,000 a year
- Full-time
- Management
- Leadership
- Annual leave
- Employee assistance programme
9h
Assistant Front of House Manager
Royal Station Hotel —Newcastle upon Tyne
- Full-time
- Hotel
- Front desk
- Training & development
- Employee assistance programme
- Employee discount
Quick apply
VacancyTitle: Corporate Finance Manager
Northumbrian Water/Essex & Suffolk Water —Durham
- £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
SPAR Kelloe - Supervisor
James Hall & Co Ltd —Kelloe
- Part-time
- Customer service
- Retail management
- Employee discount
- Life insurance
Quick apply
Treasury and Accounts Payable Manager
HC-One - Finance —Darlington
- £56,000 a year
- Travel
- Leadership
- Communication skills
Quick apply
4d
SPAR Hylton Road - Store Supervisor
James Hall & Co Ltd —Sunderland
- Temporary
- Customer service
- Retail management
- Employee discount
- Life insurance
Quick apply
SPAR Billingham - Store Supervisor
James Hall & Co Ltd —Stockton-on-Tees
- Part-time
- Customer service
- Retail management
- Employee discount
- Life insurance
Quick apply
6d
Care Assistant
The Riverside Group —Sunderland
- £26,227.50 a year
- Part-time
- Medication administration
- Cleaning
- Cash handling
9h

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Project Coordinator
Tracerco —Billingham
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investment operations assistant jobs near satley, dur

Investment Operations Assistant

RGH‑Global Limited
Newcastle upon Tyne

Apply Now

Job details

Permanent | Full-time
£28,000 - £35,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Meeting coordination
Report generation
Databases
Continuous improvement
Organisational skills
Relationship management
Financial services
Communication skills
Time management

Full job description

Investment Operations Assistant

Location: Newcastle upon Tyne (Hybrid working)
Salary: £28,000-£35,000 DOE

Role Overview

The Investment Operations Assistant will provide high-quality administrative and operational support to Investment Managers, ensuring the efficient day-to-day management of client portfolios within a regulated environment.

This role requires strong organisational skills, attention to detail, and a client-focused approach. You will work closely with Investment Managers and the wider team to support portfolio administration, client servicing activities, and operational processes to help deliver positive client outcomes.

Key Responsibilities

Provide day-to-day administrative support to Investment Managers, including preparation of documentation, correspondence and client meeting arrangements

Support client relationship management through accurate, timely and professional administration, adapting communication where clients may require additional support
Process account opening and closure requests in line with internal procedures
Manage stock transfers, cash movements and payment processing
Maintain and update client and account records on internal systems
Produce Excel-based reports using internal portfolio and client data
Support trade processing when required, ensuring instructions are accurately executed and correctly recorded
Assist with preparation for client meetings, presentations and pitches
Support ongoing team projects and operational initiatives
Carry out general administrative and ad hoc tasks as required
Contribute to continuous improvement initiatives and best practice sharing
Undertake relevant technical training and continuous professional development
Proactively develop knowledge of financial markets, products and industry regulations

Skills & Experience

Technical Skills

Strong proficiency in Microsoft Word, Excel and PowerPoint
Experience working with financial services systems or databases (training provided where required)

Regulatory & Compliance Awareness

Good understanding of regulatory and compliance obligations within financial services
Ability to follow internal procedures and escalate issues appropriately

Core Competencies

Excellent attention to detail with a high standard of accuracy
Strong organisational and time management skills
Ability to work independently and manage multiple priorities
Strong communication and interpersonal skills
Client-focused mindset with a professional approach
Collaborative team player with strong relationship-building skills

Apply Now

Refine Your Search

investment operations assistant jobs in satley, dur

Investment Operations Assistant

Hourly Paid Sports Facilities Assistant (2025/LT117)

Research Assistant / Associate in Advanced Spectroscopy for Sustainable Chemicals

Assistant Facilities Manager

Assistant Front of House Manager

VacancyTitle: Corporate Finance Manager

SPAR Kelloe - Supervisor

Treasury and Accounts Payable Manager

SPAR Hylton Road - Store Supervisor

SPAR Billingham - Store Supervisor

Care Assistant

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