Finance operations occupations Work, Jobs in Newcastle Upon Tyne, 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
- Microsoft Excel
9d
Synergy Finance Manager
Department for Environment, Food and Rural Affairs —Newcastle upon Tyne
- £62,000 - £69,105 a year
- Full-time
- Project management
- Presentation skills
- Organisational skills
- Annual leave
7d
RA2 Cash Processor - Newcastle
Loomis UK —Newcastle upon Tyne
- £13.45 an hour
- Temporary
- Management
- Heavy lifting
- Customer service
- Annual leave
- Employee assistance programme
Cash Processor
Vaultex UK Ltd —Washington
- £25,443.20 a year
- Full-time
- Leadership
- Employee assistance programme
- Employee discount
Finance/Operations Manager– Floor Cleaning Machines
GT Cleaning Machines LTD —Durham
- Up to £40,000 a year
- Full-time
- In-person
Quick apply
12h

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Synergy Finance Manager
Department for Environment, Food and Rural Affairs —Newcastle upon Tyne
All of these posts require the successful candidate to hold basic security clearance. In the case of Civil Servants, the terms of the loan will be agreed…
£62,000 - £69,105 a year
7d
Senior Strategic Finance Advisor
Department for Work and Pensions —Newcastle upon Tyne
Build cross-cutting relationships and own engagement with 1-2 Director General areas, acting as their single point of contact for the PFER team, supporting and…
£57,946 - £68,205 a year
7d

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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
9 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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finance operations occupations jobs in newcastle upon tyne, twr

Investment Operations Assistant

Synergy Finance Manager

RA2 Cash Processor - Newcastle

Cash Processor

Finance/Operations Manager– Floor Cleaning Machines

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