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Back to ResultsAn interesting opportunity with a provider of private client wealth management services who also offers a fund platform service.
The position involves assisting with the day-to-day operations of the fund platform.
Responsibilities will include
• Trade execution: Monitor to ensure that trades are completed.
• Assist with account opening at various transfer agencies.
• Assist with a variety of equity and fund transfers from various external and internal suppliers.
• Corporate actions: Monitor to ensure corporate actions are being handled in accordance with the SLA.
• New business: Client take-on.
• Complete client risk assessments.
• Prepare client file reviews.
The role holder will attend project and outsourcing relationship meetings as required.
Candidates should have some relevant experience in custody, private client investment administration/wealth management, fund or trust administration and a basic knowledge of financial instruments and a general understanding of the trade and settlement cycles of funds and equities.
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