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Operations Administrator Full Time

at CB3 Associates Ltd in Huddersfield (Published at 11-07-2019)

HuddersfieldPermanent£18,000 - £19,500 a year

The Company: I am currently working on behalf of an Asset Management firm based in Huddersfield who are part of a much larger, national group; and are looking to bring in an Operations Administrator in support of their field-based business development staff. The firm themselves are circa 15 staff strong now and offer a range of active and passive portfolio funds, managed model portfolios and a unique discretionary management service. Established for over 10 years now they are an ambitious, cash-rich growth orientated firm who specialise in multi-asset portfolios; and with almost £700m FUM at present offer a challenging working environment for the right person looking for a developing admin support opportunity.

The Role: As a newly appointed Operations Administrator you will be working as part of a highly productive, high performing back-office team providing full support to field-based consultants in a marketing and business development capacity. You will be accountable for:

  • Maintaining an accurate and accessible register of all data files when producing daily price, AUM and inflow reports
  • Produce accurate monthly MI reports for AUM, inflows etc. and ensure appropriate files are delivered from external platform providers.
  • Liaise with external partners, designers and compliance team to produce accurate monthly fund factsheets and follow set sign off procedures
  • Collate appropriate data of the sales team activities and assist with data production for monthly team meetings
  • Update website on a regular basis with new data holdings, information or documents as instructed
  • Creation and review of any ad hoc request reports from external partners
  • Processing of purchase orders in relation to the department finances
  • Support the production of Investment Committee packs and technical papers
  • Spot checks on external data sites to confirm compliance with Verbatim protocols
  • Support the Senior team with research and planning of services and solutions.
  • Carry out testing for new functionality and communicate any errors to the Verbatim team and third parties as required.
  • Central point of contact for support queries from the field, including ad hoc queries from advisers on proposition and products
  • Monitor sales & marketing collateral for in?house stocks and external events
  • Monitor events calendar for sales & marketing teams

The Person: The successful candidate will come from an administrative background, with financial services industry experience preferred but not essential. A strong organisational skillset is required, with the ability to communicate effectively, across multiple platforms with both internal and external stakeholders. This role will suit an administrator who holds a keen interested in the financial services & investments marketplace, with the opportunity to take on further responsibilities in line with business needs as the group expands very much obtainable to the right person. It?s a superb opportunity to enter a firm with a corporate structure, yet growth plans across the next 2/3 years with this person can not only be part of, but can impact.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:

Website: www.cb3associates.co.uk

Job Types: Full-time, Permanent

Salary: £18,000.00 to £19,500.00 /year


  • administration support: 2 years (Preferred)

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