Investment Administration Coordinator
17 hours ago
This exciting opportunity has arisen for an Investment Administration Coordinator to join our dynamic team at Service Service Employment Agency Limited. The successful candidate will be responsible for designing, project managing, and overseeing the transfer of assets for clients from start to finish.
Key Responsibilities- Manage daily requests for security transfers, ensuring timely and accurate processing.
- Effectively manage and resolve failed transfers, cash, and stock breaks.
- Provide seamless administration of the transfers being processed.
- Coordinate with various stakeholders to ensure compliance with established procedures and regulations.
- Perform ad-hoc tasks assigned by your Line Manager.
- Demonstrated knowledge and experience in transfers-related functions for local and global securities in a private banking environment.
- Familiarity with Altus is advantageous.
- Meticulous attention to detail is essential.
- Service-oriented individuals with prior experience in customer-facing roles are preferred.
- Strong interpersonal and communication skills are required to interact effectively with various stakeholders.
- Ability to work independently and as part of a team is essential.
- A competitive salary of £50,000 - £60,000 per annum.
- 22 days holiday (post-probation) plus bank holidays.
- Private Healthcare Scheme.
- Pension Plan Contribution.
- Perks at Work (subscription).
- Additional learning resources.
- Potential for equity participation.
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Investment Administration Professional
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the CompanyService Service Employment Agency Limited provides an online investment administration service for Financial Advisers and their clients. As an Asset Transfer Specialist, you will play a critical role in delivering exceptional customer experiences.ResponsibilitiesDesign, project manage, and oversee the transfer of assets for clientsManage...
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Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timePension and Investment Administration Expert RequiredService Service Employment Agency Limited is seeking an experienced Pension and Investment Administration Expert to join their team.As a key member of the team, you will be responsible for administering new and existing pension and investment business, including preparing sales illustrations and processing...
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