Job Description
Insurance Administration 10 Months FTC
Your new company
Hays are recruiting for a 10-month fixed-term assistant to deliver full administrative assistance, supporting the team's clients and managers. This role is based in the Manchester city centre office, Monday–Friday 9-5pm
Your new role
1. You will assist in the preparation and review of client portfolio reports and investment summaries.
2. Maintain accurate records of client holdings and transactions
3. Support the onboarding of new clients, including documentation and compliance checks
4. Liaise with custodians and third-party providers to ensure timely execution of trades and updates
5. Monitor market news and assist in compiling research for investment meetings
6. Provide administrative support to portfolio managers and financial advisors
What you'll need to succeed
7. Previous experience in financial services, investment operations, or wealth management preferred
8. Strong attention to detail and excellent organisational skills
9. Proficiency in Microsoft Excel and portfolio management software
10. Ability to work independently and manage multiple tasks efficiently
11. A genuine interest in financial markets and investment strategies
12. Professional communication skills and a client-first ...