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Graduate - Financial Operations Investment Assistant

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  • Ref: JH0507

My client is l ooking for a highly numerate and literate graduate with a professional manner to assist within their busy Finacial Operations team.

Graduate - Financial Operations Investment Assistant responsibilities include...

Back Office

  • Checking valuations
  • Instructing payments
  • Recording receipts
  • Making internal transfers of client money
  • Inputting client trades
  • Processing dividends
  • Processing ISA subscriptions
  • Updating prices on system
  • Checking cash balances
  • General office filing

Client Services

  • File preparation
  • Printing valuations and statements
  • Password protecting documents and sending
  • Post in and out - scanning new post onto system and stored to troika
  • Scanning of documents etc
  • Filing
  • Archiving
  • Internal reviews
  • Welcome pack preparation
  • Typing fact finds

Graduate - Financial Operations Investment Assistant requirements include...

The role includes reconciling data and transactions as part of a wider project, as well as day to day administration.

You must be self motivated, proactive, able to learn quickly and preferably have office experience, knowledge of databases & Microsoft office.

Training will be provided, with opportunity for progression for the right candidate and in the longer terms after probation. Support to complete CISI exams.

This is quite a wide remit and the most important attributes are self - motivation, strong work ethic and ability to learn quickly and work independently and as part of a team.

The role will support both the back office and operations teams and will offer a variety of admin and client focused work.


  • Monday - Friday 37.5hr working week
  • Free Parking on site
  • Opportunity to work towards CISI exams after probation
  • 20 days holiday plus bank holidays.

Consultant contact