Our client, a leading international provider of wealth management services, is currently seeking a motivated individual with good time management and telephone skills, to join their Standard Execution team.
Tasks will include:
- Overseeing the preparation and execution of approved investment subscriptions, redemptions and switches
- Opening and closing Managed Portfolios and regularly liaising with Managed Account Providers
- Processing managed account transactions
- Updating Managed Portfolio client profiles and their risk levels
- Preparing Contributions
What do you need for this role?
- High level of accuracy
- Ability to work to tight deadlines under pressure
- Ability to see tasks through to the end
- Previous bookkeeping experience would be an advantage, but is not essential
If you’d like to find out more information about this role, please call us on 01534 626777 or email firstname.lastname@example.org
We are an equal opportunity employer and value diversity at all times