Equity Operations Specialist
4 weeks ago
Job Title: Equity Operations Specialist
Job Type: Full-Time / Permanent
Location: Essex (Full-time office based)
Salary: £30k-£36k
Benefits: Pension, Discretionary Bonus, and Share Options
About the Role
Are you enthusiastic about the complexities of financial operations? As an Equity Operations Specialist, you will play a pivotal role in overseeing and facilitating the smooth transfer of investment portfolios into and out of client accounts. Your proficiency will guarantee that transactions are executed and reconciled with precision, reinforcing our dedication to excellence in financial services.
In this essential position, you will collaborate directly with clients and investment managers, managing Crest settlements, executing trade bookings, and addressing inquiries with professionalism and efficiency. Your meticulous attention to detail and understanding of trade settlement processes will be crucial in ensuring compliance with regulations and enhancing existing workflows.
Key Responsibilities
Oversee Portfolio Transfers in and out of client accounts.Generate Reconciliation Reports and manage settlements for unit trusts/collectives.Communicate with clients and investment managers, delivering prompt responses to inquiries.Support the team in various operational tasks as needed.-
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