Senior Representative, Client Processing Investor
2 weeks ago
Overview
MAIN DUTIES/RESPONSIBILITIES OF THE ROLE
- Production reconciliation and monitoring
- Quality assurance of production and dispatch to clients and/or investors
- Communicate with internal departments, clients, and 3rd party vendors
- Be involved in the delivery of projects
- System testing
- Query handling
- Any other duties as required
Technical Knowledge required to operate effectively within this role.
- Corporate event and investment transaction knowledge
- CGT/Tax Production Reporting knowledge / experience desirable but not essential
- Strong communications skills
- Strong reconciliation skills
- Ability to analyse data and resolve discrepancies
- Demonstrate attention to detail and sense of urgency
- Pershing systems knowledge - desirable
**Employer Description**:
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