Finance operations occupations Work, Jobs in Pallion, 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
RA2 Cash Processor - Newcastle
Loomis UK —Newcastle upon Tyne
- £13.45 an hour
- Temporary
- Management
- Heavy lifting
- Customer service
- Annual leave
- Employee assistance programme
Business Graduate - Operations and Finance
C-Serv —Newcastle upon Tyne
- £26,500 - £28,000 a year
- Full-time
- Remote
- Bachelor's degree
- Business
Quick apply
5d
Finance/Operations Manager– Floor Cleaning Machines
GT Cleaning Machines LTD —Durham
- Up to £40,000 a year
- Full-time
- In-person
Quick apply
7d
Financial Transactions Manager
Thirteen —Middlesbrough
- £52,996 a year
- Hybrid work
- IT
- Communication skills
- Annual leave
- Employee discount
1d

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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
Senior Accounts Assistant - Finance Operations
Cintra HR & Payroll Services —Newcastle upon Tyne
Be the first point of escalation for AR/AP queries, providing clear guidance and practical training to team members.
£32,000 - £33,000 a year
Quick apply

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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
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

Refine Your Search

finance operations occupations jobs in pallion, twr

Investment Operations Assistant

RA2 Cash Processor - Newcastle

Business Graduate - Operations and Finance

Finance/Operations Manager– Floor Cleaning Machines

Financial Transactions Manager

Other jobs to consider

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