Investment Operations Support

New Opportunity - Investments Operations Support professional!

Our client is seeking a detail-oriented investment platform operations professional to join their Dealing & Treasury Services as a key part of the back office team. This is a hands-on and varied role, responsible for the accurate and timely processing of client account activity, securities, reconciliations, payments, and internal queries. The successful applicant will act as a vital conduit between multiple internal teams across the business, responding to platform queries, settlement issues, and inbound instructions. The ideal candidate will have a strong understanding of securities and the trading lifecycle, and experience using systems that maintain client accounts and assets.

Requirements: 

  • Minimum 3 years’ working in a Middle or Back Office operations role
  • Experience documenting operational processes and supporting improvement initiatives
  • Working knowledge of JFSC regulatory requirements related to AML, CDD, and Client Monies
  • High attention to detail and accuracy, particularly with numerical data
  • Proactive, organised, and able to manage multiple tasks independently
  • Familiarity with custody platforms, global accounts, and trade settlement workflows - desirable but not essential

For more information, please contact Stuart Wheeldon on 01534 707816 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Banking & Investments
Job Posted: 
Wed, 27 Aug 2025
Closing Date: 
Tue, 25 Nov 2025
Reference: 
12840

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