Our client is a well known Wealth Management firm seeking an operations expert to join their small team of 3. Prior stockbroking operations experience required.
The successful candidate will come from a wealth management operations, portfolio administration background and have a strong exposure to equities.
Unless you have the experience listed above please do not apply
Day to day responsibilities will include, however are not limited to; Equity settlements, cash and stock reconciliations, processing of IPO’s and stock transfers, trade monitoring and liaison with external parties such as brokers, advisors, direct customers or share registries.
This dynamic employer has a high performance culture – where team work is valued and the delivery of high quality services to internal and external customers is held in high regard. Strong people skills, a positive “can do” attitude and a high attention to detail are also key traits of interest.
To be considered for one of these vacancies you will require hands on experience dealing with Equities or Corporate Actions or working in support of private client advisors and you will have the demonstrated ability to provide technical support to members of the broader business, as required.