Third Party Dealing Specialist

Join Legal & General Asset Management (LGAM) in Cardiff as a Third Party Dealing Specialist where youll play a key role in ensuring the accurate and timely execution of client orders across our pooled investment fund range. This is a dynamic opportunity to work at the heart of our Client Service Operations collaborating with internal teams and external partners to deliver high-quality service in a fast-paced environment What youll be doing : Executing and peer reviewing client orders for LGIMs pooled fund range Monitoring inbound dashboards and managing scheduled order uploads Facilitating repairs and reconciliation of outbound unit dealing workflows Signing off order completion and releasing settlement proceeds to investors and external fund managers Coordinating fund administration tasks including data management and reporting Developing and maintaining strong relationships with clients and service providers working closely with relevant parties to ensure service provision supports teams objectives / goals Managing day-to-day queries to ensure accurate transactions and excellent customer service Maintaining task lists as necessary and ensure procedural enhancements are implemented and communicated to team members as required. Continuously review controls to ensure in line with current business processes Qualifications : Strong technical experience in unit dealing and client order management In depth understanding of key Investment Management activities including excellent understanding of fund management and investment operations processes and instruments including Transfer Agency Fund Accounting Cash Management Settlements and Custody Ability to follow procedures and manage risk effectively Advanced Microsoft Excel skills and strong analytical capabilities Collaborative and personalised approach to service commitment delivery and continuous improvement Self-assured networking across Front Office Distribution & Operations environments Clear and confident communicator with excellent written and verbal skills Evidence of effective working relationships with stakeholders Benefits Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer : The opportunity to participate in our annual performance -related bonus plan and valuable share schemes Generous pension contribution Life assurance Healthcare Plan (permanent employees only) At least 25 days holiday plus public holidays 26 days after 2 years service. There's also the option to buy and sell holiday Competitive family leave Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only) There are the many discounts we offer both for our own products and at a range of high street stores and online In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart Additional Information At L&G we believe its possible to generate positive returns today while helping to build a better future for all. If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose. Remote Work : No Employment Type : Full-time Key Skills Sales Experience Crane Customer Service Communication skills Heavy Equipment Operation Microsoft Word Case Management OSHA Team Management Catheterization Microsoft Outlook Calendar EHS Experience : years Vacancy : 1 #J-18808-Ljbffr