Job Description:
We are working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Admin Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from admin assistants who have strong MS Excel skills and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in administration, data analysis, or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16175
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website.
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from individuals who have strong MS Excel skills (pivot tables, vlookup, CAGR etc.) and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
Some experience in a similar position, perhaps with experience in administration, data analysis, or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16175
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website.
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
General Administration
Provide general administrative support to staff and departments across the school.
Act as a point of contact for staff, students, parents, and visitors, dealing with enquiries professionally both in person and by phone or email.
Support reception and front office duties, including signing in visitors (ensuring safeguarding processes are followed), answering phones, and handling mail.
Prepare and distribute letters, reports, forms, and newsletters using Microsoft Office or Google Workspace.
Maintain and update school records (manual and digital), including student data, attendance records, and filing systems.
Help with data entry and maintaining the school’s management information system (MIS).
Assist with attendance monitoring and reporting.
Assist with the organisation of meetings and school events, including booking rooms and taking minutes.
Liaise with teaching and support staff to ensure accurate and timely communication and record-keeping.
Finance & Business Support
Assist in processing purchase orders, invoices, and payment requests through the school’s finance system.
Liaise with external suppliers and service providers regarding orders, deliveries, and queries.
Help monitor income and expenditure for school trips, events, and departmental budgets.
Support with petty cash handling, logging of receipts, and basic financial reporting.
Assist in maintaining accurate records for stock control and asset management.
Liaison & Communication
Liaise with parents and carers regarding school payments, trips, and general enquiries.
Work with external organisations such as suppliers, contractors, and local authorities, ensuring timely and accurate communication.
Collaborate with internal departments (e.g. pastoral, curriculum, site staff) to support administrative and operational needs.
Compliance & Policies
Ensure compliance with school policies, particularly in relation to data protection, confidentiality, safeguarding, and health and safety.
Handle sensitive information appropriately and in line with GDPR regulation
Work co-operatively with, and in support of everyone at the school (including the work of other team members) by undertaking such additional duties as are reasonably commensurate with the post and level of responsibility.
Review and develop own professional practice, undertaking training as required
Develop good working relations with other colleagues and promote a positive impression of the support services in all circumstances, identifying areas for improvement.
Help foster a positive culture by upholding the vision and aims of the school.
Have due regard for data protection, confidentiality, child protection and health and safety policies.
Work with pupils and staff in a courteous, caring and responsible manner.
Work with visitors in such a way that it enhances the reputation of the school.
Support the school in helping to prepare for external inspections (e.g. OFSTED).
Help protect the school environment by making sure working areas (including shared areas, stockrooms and workstations) are tidy, clutter free and safe to use.
As a user of the school’s network, you must comply with the school’s IT policy and social media policy and understand that the school may monitor your emails and internet activity.
Requests to take time in lieu during term time will be treated on an individual basis and must fit with the needs of the school.
Training:
Level 3 Business Administrator Apprenticeship Standard St Peter’s Catholic High School.
Training Outcome:Permanent Role: If you perform well and there’s a vacancy, you may be offered a full-time admin assistant or finance/admin officer role.
Further Training: You could move on to a Level 3 or 4 apprenticeship in:
Business Administration
School Business Management
Finance or Accounting (e.g. AAT)
Transferable Experience: Even if there’s no role at the school, you’ll have gained:
Valuable admin experience
A recognised qualification
Strong references to help you apply elsewhereEmployer Description:St. Peter’s is a successful and oversubscribed 11-16 Catholic Secondary School of approximately 1040 pupils. We primarily serve the children of our partner parishes across a wide area in Wigan, Lancashire and St. Helens. We pride ourselves on living out our mission statement to be a ‘Learning and serving community enriched through friendship and Christian faith.’ We are committed to both high standards of learning and personal conduct and to being a warm inclusive school where every child can succeed.
The vast majority of our pupils achieve expected or above expected standards at the end of KS2 and this leads to challenging targets at GCSE level. Through our clear expectations and nurturing environment, we create a calm focused learning environment where teachers can teach and the needs of all of our pupils can be met.
The curriculum offer at St. Peter’s is a wide and varied one with a very strong academic core and a diverse offer of Arts, Technical and practical courses. I would encourage you to explore this offer on the school website.
Our staff team is a strong mix of very experienced and more recently qualified colleagues and they are very well supported at all levels by our Professional Development Programme. Staff wellbeing is at the heart of our philosophy and we have embraced a number of strategies to promote this including staff wellbeing cafes, wellbeing buddies and the opportunity to work from home where practicable. Staff Development is supportedWorking Hours :Term-time only. Working times are flexible, but generally 8:30am -3:30pm Mondays to Thursdays and 8:30am-3:00pm on Fridays with a 30-minute unpaid lunch. Working from home is allowable for some of this time, but it must meet the needs of the school.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Non judgemental,Patience,Respect for the Catholic Ethos,Character and Personal Conduct,Adaptability....Read more...
