Investment operations assistant Work, Jobs in Benwell, Twr (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
5d
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
2d
SPAR Kelloe - Supervisor
James Hall & Co Ltd —Kelloe
- Part-time
- Customer service
- Retail management
- Employee discount
- Life insurance
Quick apply
SPAR Hylton Road - Store Supervisor
James Hall & Co Ltd —Sunderland
- Temporary
- Customer service
- Retail management
- Employee discount
- Life insurance
Quick apply

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Based on your search for investment operations assistant

Investment Operations Assistant
RGH‑Global Limited —Newcastle upon Tyne
Manage stock transfers, cash movements and payment processing. You will work closely with Investment Managers and the wider team to support portfolio…
£28,000 - £35,000 a year
Junior Project Coordinator
Matthews International Corporation —Gateshead
Communicating job progress and answering customer queries by telephone, email. Liaise with and support the Global sales and marketing managers as required.

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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

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 benwell, twr

Investment Operations Assistant

Hourly Paid Sports Facilities Assistant (2025/LT117)

Assistant Front of House Manager

SPAR Kelloe - Supervisor

SPAR Hylton Road - Store Supervisor

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