Investment Administrator

  • Job Reference: MF783
  • Date Posted: 15 November 2021
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Administration, Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email: info@mckenziefox.com
  • Telephone: 01624 698900

Job Description

INVESTMENT ADMINISTRATOR | ref.MF783

Life Assurance.

An exciting opportunity has arisen for a new team member to join our client’s busy Investments team.

This role would suit a high performing administrator with an understanding of investments and/or fund administration.

Key responsibilities include:

  • Providing back office administration for investment related processes.
  • Ensuring policyholder valuations are up to date.
  • Stock reconciliations.
  • Dividends and corporate actions.
  • Settlement of all trades.
  • Dealing with internal and external client / IFA queries.
  • Dealing with internal and external auditors.

Skills & experience:

  • The successful candidate will have 2 years’ experience working in a similar role within the life assurance industry.
  • A good understanding of investments.
  • Minimum of two A Levels one of which should be Maths.
  • Good analytical and numeracy skills.
  • CISI Investment Operations Certificate is also desirable.

To discuss this role further please email your CV to jobs@mckenziefox.com or call us on 01624 698900 quoting reference MF783.