TO £32K + BENS + BONUS
URGENT requirement for this private Banking group for a skilled individual with TRANSFERS experience. Working as a member of the Investment Operations team you will ensure the accurate and timely processing of investment management administration tasks, particularly transfer of all Client Assets in relation to portfolio transitions both internally and externally, ensuring completion of other assigned tasks on a daily and periodic basis.
You will also be responsible for:
" Transfers of securities In / Out.
" Client Account Opening.
" De-materialisation and re-materialisation of shares.
" Requesting valuations and chasing up outstanding valuations.
" Updating Client information.
" Setting up Stocks in our in-house system.
" Updating Security Stock Pricing.
To be considered for this role it is essential that candidates have relevant custody transfers experience, an understanding of the characteristics of different asset types and experience in the investigation and resolution of queries. Articulate, self-motivated and a team player, knowledge and experience of servicing private client business will be useful.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.
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