Manx Technology GroupSmart Island
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High Automation Risk

This role has an above-average probability of significant AI or automation disruption. Consider upskilling and monitoring AI tooling in this sector.

Investment Administrator - FTC

Full TimeNot specifiedNot specifiedAdministration
Posted 15 March 2026Closes 17 April 2026

Job Description

Our client seeks an Investments Administrator to join their team. The role will last until the end of 2026. The successful candidate will be primarily responsible for the ongoing administration of externally managed customer portfolios. Key Responsibilities: Account opening and closures, ensuring that all relevant account opening documents and agreements are completed. Processing all cash transfers between third parties and the company in line with customer requests. Identification, investigation and resolution of third party and customer queries. Maintaining positive relationships with external stakeholders. Supporting other team members. Key Skills & Experience: Have a minimum of 2 years' experience in an investment-related or similar role, with an active interest in investments. A strong working knowledge of Microsoft Office in particular Excel. Ability to organise and work to strict deadlines. Have a flexible and adaptable attitude. Strong accuracy, particularly when inputting data. If you have the required skills please apply online at searchandselect.com quoting reference number: 16360

Automation Risk

Automation probabilityi65%
AI exposure (AIOE)i78%

This role contains a high proportion of routine and codifiable tasks such as account processing, transaction handling, and report generation, which are highly susceptible to automation through RPA and workflow software. However, tasks involving stakeholder relationship management and complex query resolution require human judgment and interpersonal skills, moderating full automation risk. The overall exposure to AI augmentation is high, as many tasks can be supported or partially replaced by GenAI and workflow automation tools.

Task analysis

  • Process account openings and closures, ensuring all documentation is completed accurately.
  • Process cash transfers between third parties and the company as per customer requests.
  • Identify, investigate, and resolve third party and customer queries related to investments.
  • Maintain positive relationships with external stakeholders, including regular communication and updates.
  • Support other team members with administrative and operational tasks as needed.
  • Ensure accuracy and compliance in all data entry and transaction processing.
  • Prepare reports summarizing daily transactions and account activity.
  • Monitor and track the status of customer portfolios and transactions.

Automatable AI-assisted Human-only

Occupational Classification

🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4122Finance administrators
O*NET: 43-4011.00 Brokerage Clerks
AI analysis: 16 March 2026

UK Salary Benchmark

Office administrative, office support and other business support activities · ONS ASHE 2024 annual earnings

scale £50k
UK sector median
£34,855
UK sector mean
£49,618
£0£13k£25k£38k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage Excel AI tools for faster data analysis
  • Automate routine reporting using Power Automate
  • Use Copilot for drafting client communications

📈 Disruption outlook

15%1 yr
45%5 yrs
75%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

💻 TechnologyPower Automate

Automate account processing and routine reporting tasks

🤖 AI AgentCopilot for Excel

Generate transaction summaries and detect anomalies

🌍 OutsourcingManaged Service Providers

Handle routine portfolio administration externally

Recommendation

🔀 Hybrid approach

Combine automation for routine tasks with human oversight for client queries

Microsoft Copilot & M365

Power Automate

Automate account opening and reporting workflows

Copilot for Excel

Analyse portfolio data and generate summaries

Microsoft Teams

Streamline stakeholder communication and collaboration

Key Skills

Administration and ManagementIntermediateMicrosoft OfficeAdvancedMicrosoft ExcelAdvancedAttention to DetailAdvancedTime ManagementIntermediateStakeholder ManagementIntermediateClient Relationship ManagementIntermediateCritical ThinkingIntermediateTeamworkIntermediateInvestment AdministrationIntermediate

Knowledge Areas

Economics and AccountingFinancial Services IndustryAdministrative ProceduresReporting and DocumentationClient Service and Relationship ManagementData Analysis and ReportingRegulatory Compliance

O*NET Competency Skills

Active ListeningSpeakingReading ComprehensionTime ManagementCritical ThinkingMonitoringWritingActive LearningJudgment and Decision MakingMathematicsService OrientationSocial Perceptiveness

Alternative Career Paths

Investment Operations Analyst90% match

Focuses on process improvement and analysis within investment operations, often with more responsibility for workflow optimization.

Client Services Associate (Wealth Management)85% match

Works closely with clients and advisors to support investment portfolios and resolve service issues.

Compliance Administrator80% match

Specializes in ensuring all investment activities adhere to regulatory standards and internal policies.

Portfolio Administrator88% match

Manages the administrative aspects of investment portfolios, including reporting and transaction oversight.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Adobe Creative Cloud softwareAdobe IllustratorAdobe PhotoshopMicrosoft PowerPointSalesforce softwareMicrosoft AccessStructured query language SQLAdobe AcrobatMicrosoft SharePoint

Work Activities

General work activities from O*NET

  • Getting Information
  • Working with Computers
  • Processing Information
  • Communicating with People Outside the Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Evaluating Information to Determine Compliance with Standards
  • Making Decisions and Solving Problems
  • Updating and Using Relevant Knowledge
  • Identifying Objects, Actions, and Events
  • Analyzing Data or Information
  • Organizing, Planning, and Prioritizing Work
  • Communicating with Supervisors, Peers, or Subordinates
  • Documenting/Recording Information

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

17%

of conversations

Classic Auto. Risk

98%

Frey & Osborne

Job Zone

3/5

Medium prep

O*NET Median Salary

£41k

US ref. $51k · fx 0.79

Occupational family: Office and Administrative Support

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