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Nominees Associate

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Job Description - Nominees Associate

Our client a leading Wealth Management firm are currently looking for a Nominees Associate to join their Client Services department. The successful candidate can expect to learn end -to -end settlement and post settlement activity within the Client Services function. 


Please see the role details below:
  • Develop knowledge in all aspects of the firm's Nominee function
  • Ensuring physical documentation relating to domestic settlements is processed to client accounts and accurately recorded on the day of receipt
  • Ensuring the effective settlement of all domestic sales on behalf of clients
  • Reconciling control accounts, within agreed timescales and rectifying discrepancies
  • Resolving queries from portfolio managers and dealers
  • Applying stamp duty and money laundering rules to non -market activity
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role



Requirements


  • A business/finance graduate or equivalent
  • Excellent accuracy and attention to details
  • A positive customer service orientation
  • A proven record as a strong team player
  • A strong level of proficiency in Microsoft Office applications
  • Experience of successfully working to tight deadlines
  • A positive attitude, flexible outlook and a high level of initiative and enthusiasm.


Benefits

On offer is a competitive salary and benefits package along with the opportunity to join a well established brand. Please apply through the link provided or get in touch with Leah Deasy at [email protected] to schedule a confidential phone call.

Original job Nominees Associate posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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