Investment Operations Administrator
2 weeks ago
Meraki Talent are seeking a Financial Services professional who has gained experience within a client vetting function for a permanent opportunity within Glasgow. Applicants should have come from a compliance background, where they have gained exposure within AML and KYC requirements.
As part of this varied role you will be required to;
- Checking and verifying onboarding documents
- Liaising with the front office, to gather required information, whilst ensuring a high client service level
- Liaising with clients by telephone and written communication
- Carry out second checking on tasks
- Updating in house systems with accurate client data
This role will require applicants to demonstrate they can work accurately, whilst meeting set deadlines. Additionally, applicants must have first class communication skills, and be comfortable in liaising with senior managers. Strong MS Office skills are also required, especially MS Excel. Applicants should have worked within Financial Services, ideally investment operations where they have gained experience in processing accurate data in line with FCA regulations. It is essential that applicants can follow processes and summarise complex data, providing MI reports when required.
This is a permanent opportunity to join a leading investment management firm.
Excellent Salary and a flexible benefits package
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Operations, KYC, AML, Compliance, Investments
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