12 month FTC position within the middle office operations team.
Excellent opportunity in a UK leading Investment firm.
My client has evolved from family business into an independent FTSE 250 public company. Throughout their history, they have kept their focus on building relationships and providing a level of service that encourages clients to recommend them to others.
Initiation of account opening process, including reviewing documentation, assessing completeness, monitoring of same until completion.
Money laundering documentation maintenance
Advising Investment managers of correct documentation and procedures
Track and monitor the progress of client cases, liaising with Investment Managers or direct with the Professional intermediary as appropriate.
Processing and reviewing of account amendments.
Maintaining account opening documentation supplies and preparing packs for the Investment Managers.
Prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis. (Particularly where the suspense account is used).
Providing administrative support to Investment Managers who have high levels of exposure to IFA's.
Running contract prints and distribution to investment managers
To oversee and manage all CASS related processes, systems and controls within the business area, in support of the SMF18, ensuring that procedures are an accurate reflection of working practise at all times and any CASS issues are escalated and resolved as and when necessary
Previous experience in a similar role/industry would be preferred
Strong administration skills
A good working knowledge of Microsoft Office, Word and Excel.
Knowledge of Account opening and amendment systems, Quasar and RID is useful but not essential as full training will be provided.
Excellent benefits package.
12 month FTC