Transfers in Administrator - Chelmsford, United Kingdom - Charles Stanley

Charles Stanley

Verified Company

Chelmsford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking to recruit an administrator to our Transfers-in team in Chelmsford.

You will need to have a solid understanding of custodial duties in the wealth management space and you will be expected to assist in all areas across the department.

Key Areas of Responsibility:

Assisting with the processing of transferring client portfolio's to Charles Stanley including tax wrapped and taxable trading accounts
Assisting with the transferring of collectives to and from trading platform(s)
Monitor and chasing outstanding stock positions
Paper stock deposits into Nominee company name

Qualifications & Experience:

Educated to A-Level, or equivalent
Experience/ knowledge of a Wealth Management environment would be an advantage but not essential
Experience/ knowledge of handling tax wrapped products

Knowledge & Skills:

To be familiar with Custody & Transfer In Administration will be an advantage
Awareness of CASS rules and Money Laundering
Excellent IT literacy skills with a good working knowledge of MS Word & Excel
Flexible approach required to cope with heavy seasonal workloads, meeting stringent deadlines
Proactive ability to work effectively as part of a team
Ability to multitask and prioritise workloads
Selfmotivated with good communication skills
Attention to detail and high accuracy levels are essential