Are you ready to play a key role in delivering exceptional investment services? A wealth solutions company is seeking a proactive Dealing & Settlements Administrator to join their dynamic team and help shape customer success.
The Role
Take ownership of vital investment processes while delivering excellent service
About You
You will bring your organisational skills and customer-focused mind-set to this pivotal role
The Reward
The Role
Take ownership of vital investment processes while delivering excellent service
- Process transactions on investment accounts, manage asset maintenance, and maintain accurate policyholder records
- Match incoming funds, handle asset re-registrations, and resolve stock reconciliation queries
- Fulfil counterparty anti-money laundering requirements to support timely investments
- Collaborate with the team and contribute positively to a thriving workplace culture
- Communicate professionally with policyholders, financial advisers, and investment counterparties
About You
You will bring your organisational skills and customer-focused mind-set to this pivotal role
- Experience in financial services is desirable
- Proficiency in Microsoft Office applications, particularly Word, Outlook, and Excel
- Strong written and verbal communication skills
- Excellent numeracy, literacy, and planning abilities
- Proactive and adaptable, with a keen sense of personal responsibility
- Organised and able to meet deadlines in a dynamic environment
The Reward
- Join a collaborative and forward-thinking team
- Opportunities for professional development and learning
- Play a key role in delivering exceptional outcomes for customers
- Be part of an organisation that values integrity, teamwork, and excellence