Investment Operations Administrator

Overview

In this role you will support investment operations within a fast-growing financial services firm in Liverpool City Centre. You will contribute to accurate processing, issue resolution, and high-quality service for clients, while working closely with a supportive team. The position offers professional and financial development through training and qualifications. You’ll balance multiple tasks to meet deadlines and help strengthen operational processes, making a tangible impact on client experience and operational efficiency.

Pay / Benefits

• competitive salary
• qualifications paid by the company
• 25 days holiday
• cycle to work scheme
• great office atmosphere
• training and development opportunities

Responsibilities

• support daily investment operations and client servicing
• ensure accuracy and timeliness in processing tasks
• manage multiple tasks with deadlines
• provide proactive, customer-focused support
• maintain clear documentation and records
• collaborate with team to uphold service standards

Key requirements

• previous experience within the financial services sector
• excellent written and verbal communication skills
• proactive, customer-focused approach
• strong time-management and organisational ability
• confidence working to deadlines and managing multiple tasks
• CISI Investments Operations Certification or equivalent is highly desirable

• proactive
• customer-focused
• strong communication
• time-management
• organisational abilities

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