Platform Operations Assistant - Financial Services / Graduates
- Employer
- Confidential
- Location
- Fareham
- Salary
- 26000.00 - 30000.00 GBP Annual
- Closing date
- 28 Jul 2021
View more
- Specialism
- Administration
- Sector
- Accounting
- Role Type
- Graduate, Other work and training
- Start Date
- Immediate
- Duration
- Permanent
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We are seeking a bright, driven individual to work within the platform operations team of my client, a large Wealth Management business based in Fareham.
Client Details
My client is a large Wealth Management business based in Fareham.
Description
Placing trades in good time (some are high value transactions)
Booking trades in the inhouse system
Reporting trades to administrators/custodians in good time
ISA reporting
Stock and cash transfers in/out
Bulk transfer in as part of a merger
Liaising with investment managers and custodians/administrators
Reconciling fund positions to external counterparties
Documenting/enhancing procedures
Corporate action processing
Assisting in projectsProfile
The right candidate will have recently graduated or will have 1-2 years in Financial Services
Educated to a minimum degree level (minimum 2:1) from a leading university. Financial Services related degrees are ideal of course, but more about the calibre of the individual and their potential, than the degree course.
An excellent communicator who is also down to earth and can work well in a team
Intellectual horsepower and curiosity for solving business problems
A 'growth mindset', i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
The ability to form successful professional relationships both internally and externally
Job Offer
An excellent salary and benefits package is available to the successful candidate, along with joining a business that has its employees development at the core of its values
Client Details
My client is a large Wealth Management business based in Fareham.
Description
Placing trades in good time (some are high value transactions)
Booking trades in the inhouse system
Reporting trades to administrators/custodians in good time
ISA reporting
Stock and cash transfers in/out
Bulk transfer in as part of a merger
Liaising with investment managers and custodians/administrators
Reconciling fund positions to external counterparties
Documenting/enhancing procedures
Corporate action processing
Assisting in projectsProfile
The right candidate will have recently graduated or will have 1-2 years in Financial Services
Educated to a minimum degree level (minimum 2:1) from a leading university. Financial Services related degrees are ideal of course, but more about the calibre of the individual and their potential, than the degree course.
An excellent communicator who is also down to earth and can work well in a team
Intellectual horsepower and curiosity for solving business problems
A 'growth mindset', i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
The ability to form successful professional relationships both internally and externally
Job Offer
An excellent salary and benefits package is available to the successful candidate, along with joining a business that has its employees development at the core of its values
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