Senior Investment Operations Administrator

• Location: Liverpool City Centre
• Hours: Monday-Friday, 9am-5pm
• Salary: Competitive (DOE)
• Benefits: Excellent benefits package

A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations.

Key Responsibilities

• Produce, review and quality-assure regulatory reporting and management information
• Support quarterly client reporting and annual tax reporting cycles
• Act as an escalation point for complex or technical operational queries
• Provide training and guidance on investment products, systems and procedures
• Produce and maintain business requirements and procedural documentation
• Review, enhance and streamline operational systems, processes and service standards
• Conduct casework reviews and third-party quality assurance checks
• Support the implementation of initiatives aimed at reducing risk and improving efficiency

What We're Looking For

• Strong analytical and numerical skills
• Excellent written and verbal communication abilities
• Proven experience within financial services, ideally in an Investment Operations environment
• Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS)
• Advanced Excel skills with experience handling and analysing large datasets
• Ability to produce clear, concise business and operational documentation
• Experience managing initiatives or process improvements end to end
• High level of attention to detail and accuracy
• Ability to work autonomously while contributing effectively within a team

Qualifications

• CISI Investment Operations Certificate (IOC) or equivalent qualification

If this role is of interest, please email your CV to [email protected].

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