Investment operations assistant Work, Jobs in Annfield Plain, 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
- Microsoft Excel
11d
Senior Accounts Assistant - Finance Operations
Cintra HR & Payroll Services —Newcastle upon Tyne
- £32,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Continuous improvement
- Accounting
- Employee assistance programme
Quick apply
SPAR Kelloe - Supervisor
James Hall & Co Ltd —Kelloe
- Part-time
- Employee discount
- Life insurance
Quick apply
SPAR Darlington - Multi Skilled Retail Assistant
James Hall & Co Ltd —Darlington
- Temporary
- Employee discount
- Life insurance
Quick apply
3d
SPAR Hylton Road - Store Supervisor
James Hall & Co Ltd —Sunderland
- Temporary
- Employee discount
- Life insurance
Quick apply
9d

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Senior Accounts Assistant - Finance Operations
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This area boasts a thriving creative community, rich local heritage, and a lively social scene. Be the first point of escalation for AR/AP queries, providing…
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Investment Operations Assistant

RGH‑Global Limited
Newcastle upon Tyne

Apply Now

Job details

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

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Organisational skills
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

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investment operations assistant jobs in annfield plain, dur

Investment Operations Assistant

Senior Accounts Assistant - Finance Operations

SPAR Kelloe - Supervisor

SPAR Darlington - Multi Skilled Retail Assistant

SPAR Hylton Road - Store Supervisor

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