Company

Orchard Recruitment LtdSee more

addressAddressStrabane, County Tyrone
type Form of workFull Time
salary Salary£25,000 - Annum
CategoryAdministrative

Job description

Our leading Financial Services Sector Client is enjoying tremendous growth and have ahead of them an exciting transformation and business portfolio. To support these endeavours, they require an Administrator to join the Investments team.
Role Profile
The Investments Administrator will:
* Support projects and implement plans for non-business as usual initiatives and workflows - ad hoc or otherwise - and ensure progression to meet agreed deadlines
* Have involvement in third party relationships such as with fund managers, custodians and data vendors
* Support system enhancements and testing and actively engage to consider and implement future improvements
* Understand and ensure application of the Treating Customers Fairly (TCF) principles in all aspects of the role, helping team members to do the same
* Ensure Data Protection requirements are met andcompliance and regulatory legislation requirements are met and adhered to
* Act as technical expert in all areas relating to systems, procedures and queries
* Check work in a timely manner and proactively train, coach and mentor to drive development of individuals
* Continually consider the potential risks of the area and ways to improve the controls in place to mitigate them
* Continually consider and drive efficiency opportunities within the area
* Identify, report and manage issues to resolution
Person Profile
The successful Investments Administrator will possess the following:
* Minimum of 1 years' experience in the Life Assurance industry
* Minimum of 5 x GCSEs (or equivalent) grade C or above, including English and Mathematics
* Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
* Experience within an investment related role
* Proven experience of dealing with external parties such as fund managers,custodians, and financial advisers
Desirable:
* Have achieved or be studying towards a professional qualification, e.g. Chartered Institute for Securities & Investment (CISI)
* Formal qualifications in finance or a business related subject to 'A' level standard or higher
* Chartered Institute for Securities & Investment (CISI) - Investment Operations Certificate
Refer code: 2680614. Orchard Recruitment Ltd - The previous day - 2024-02-02 11:45

Orchard Recruitment Ltd

Strabane, County Tyrone

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