Wealth Operations Administrator

2 weeks ago

Fareham, United Kingdom HSBC Full time

Technical Officer Wealth Operations


Apply fast, check the full description by scrolling below to find out the full requirements for this role.

Rate: PAYE: £13.50

Location: Hybrid – Fareham – 2 day a week

Duration – 12 months

Role Summary:

HSBC are currently recruiting a Technical Officer Wealth Operations who shall be part of the Global Operations team to assist in producing HMRC trust tax returns and individual tax liabilities for trust.

Key Responsible

  • a high-quality service to produce HM Revenue & Customs Trust Tax Returns
  • calculations and payments of individual tax liabilities for Trusts
  • and dispatch of Income Tax certificates for all personal and trust investment portfolios
  • work is completed within Trust Services Service Level Agreements
  • projects with key regulatory changes
  • in producing Management Information (MI)

Knowledge and Experience:

  • knowledge of wealth/trust products
  • knowledge in such systems as WGHSS, GHSS HUB, IMS, Phoenix, TLM, TradeWeb, Unavista, EY First, MD3, CGiX, Browser Main Menu & HNET
  • experience of data handling and analysis
  • attention to detail, with widespread knowledge of Excel and Visual Basic
  • potential problems and challenges, mitigating their impact and all associated risk
  • approach with a proven record of strong decision making

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Either apply direct Or please contact me on mohammed.wasim@tapfin.com.

Please note, in the event of a high volume of applications for this role, we will not be able to respond to each individual applicant. Unfortunately, if you have not been contacted within 7 days we will not be progressing with your application. Thank you for your understanding.

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