Senior Investment Operations Administrator

Senior Investment Operations Administrator – Liverpool City Centre

The rewards

• Competitive salary depending on experience
• Excellent benefits package

Hours

• Monday to Friday, 9:00am–5:00pm

The role of Senior Investment Operations Administrator

• 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 documentationReview, 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

The ideal Senior Investment Operations Administrator

• Strong analytical and numerical skills
• 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
• CISI Investment Operations Certificate (IOC) or equivalent qualification

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