Senior Investment Operations Administrator - Liverpool City Centre
The rewards
- Competitive salary depending on experience
- Excellent benefits package
Hours
- Monday to Friday, 9:00am–5:00pm
The role of Senior Investment Operations Administrator:
- Produce, review and quality-assure regulatory reporting and management information
- Support quarterly client reporting and annual tax reporting cycles
- Act as an escalation point for complex or technical operational queries
- Provide training and guidance on investment products, systems and procedures
- Produce and maintain business requirements and procedural documentation
- Review, enhance and streamline operational systems, processes and service standards
- Conduct casework reviews and third-party quality assurance checks
- Support the implementation of initiatives aimed at reducing risk and improving efficiency
The ideal Senior Investment Operations Administrator:
- Strong analytical and numerical skills
- Proven experience within financial services, ideally in an Investment Operations environment
- Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS)
- Advanced Excel skills with experience handling and analysing large datasets
- Ability to produce clear, concise business and operational documentation
- Experience managing initiatives or process improvements end to end
- High level of attention to detail and accuracy
- CISI Investment Operations Certificate (IOC) or equivalent qualification
