Investment Operations Administrator

We are looking for an operations administrator to join our operations and client servicing team.

Role purpose:

  • This is a rare opportunity to join an established operations and support team and to be an integral member of
    EQ’s Operations/Client Servicing areas. The role will report to the Head of Investment Administration.
  • The Investment Operations Administrator will be a key part of the Positive Impact Investing team. With essential
    interactions with a multitude of third parties (Platforms/IFAs) as well as internally, the role will suit an individual
    who has attention to detail, a good work ethic and strong communication skills.

Responsibilities will include:

  • Accurately updating our internal CRM database – FileMaker
  • Liaising with other operations staff to onboard portfolios and new funds on platforms
  • Responding to queries on fees, platforms & performance
  • Support FE Transmission licences management
  • New client onboarding: Sending agreements & confirming when access granted, welcome emails for new IFAs
  • Monitoring and reporting flows, setting up and maintaining client fee rebates where applicable.

Knowledge and experience:

  • Circa 2 years’ investment operations/client services experience gained within the wealth management/asset management industries
  • Relevant experience of working with and servicing financial advisers and platforms
  • Strong communication and relationship management skills
  • Good Microsoft excel skills
  • Numerate with a strong attention to detail
  • Good organisation and planning skills – able to work to tight deadlines.


How to apply

Please send your CV with a covering letter to: