Dealing Manager - Edinburgh, United Kingdom - eFinancialCareers
Description
Role:
Dealing Officer
Rate:
£247.50/day PAYE
Location:
Edinburgh / Hybrid
Duration: 12 Month Contract
Role Purpose:
The purpose of this role is to assume responsibility for the day to day deliverables of Fund Dealing process for GDTA, Edinburgh.
Key Activities and decision-making areas:
Impact on the Business
- Key role for the delivery of a cohesive service to our clients and their investors.
- Responsible for fund dealing deliverables across multiple clients.
- Day to day supervision of activities within the department to ensure that all tasks are processed in accordance with agreed procedures and controls and in accordance with relevant fund parameters.
- Ensure team is achieving required internal and external deadlines.
- Train and develop SMEs.
- Suggest and implement improvements to the Transfer Agency processes and procedures in consultation with the Manager.
- Participate in adhoc projects from time to time as necessary.
- Ensure that the team are customer focused and that a high standard of service is provided.
- Review team's processing at each step upto signoff stage.
- Provide input into planning and controlling the Fund Dealing Team's workload and workflow.
Customers / Stakeholders
- Ensure that the team are customer focused and that high standards of service is provided.
Operation effectiveness & Control:
- Ensure procedures, client Operations guides and other internal supporting documentation is up to date.
- Ensure that business practices and processes are regularly reviewed for adherence to procedures and FIMs including Compliance policies and Internal Controls.
- Ensure new business or new processes are understood and implemented.
- Be aware of the business practices and processes associated with the role, and act in a manner that takes account of operational risk considerations.
- Ensure all day end controls are complied with and any Exceptions are escalated to the Manager in a timely manner.
- Train and develop SMEs.
- Encourage Team to attend training sessions.
- Provide update to Manager on day to day operations.
- Provide feedback to Manager on performance of SMEs.
Role Context:
Environment of the Role
- A dynamic role providing the job holder with exposure to key Stakeholders.
- With the expansion of the product into the UK Market, the business is expected to go through a period of significant growth which will be followed by a period of stability.
- The GDTA team plays a very important role in HSS Edinburgh's service differentiation and ultimate client satisfaction.
- Board Membership
- N/A
- Committee Membership
- N/A
Role:
UKTA Dealing Officer
Rate:
£247.50/day PAYE
Location:
Edinburgh / Hybrid
Duration: 12 Month Contract
Role Purpose:
The purpose of this role is to assume responsibility for the day to day deliverables of Fund Dealing process for GDTA, Edinburgh.
Key Activities and decision-making areas:
Impact on the Business
- Key role for the delivery of a cohesive service to our clients and their investors.
- Responsible for fund dealing deliverables across multiple clients.
- Day to day supervision of activities within the department to ensure that all tasks are processed in accordance with agreed procedures and controls and in accordance with relevant fund parameters.
- Ensure team is achieving required internal and external deadlines.
- Train and develop SMEs.
- Suggest and implement improvements to the Transfer Agency processes and procedures in consultation with the Manager.
- Participate in adhoc projects from time to time as necessary.
- Ensure that the team are customer focused and that a high standard of service is provided.
- Review team's processing at each step upto signoff stage.
- Provide input into planning and controlling the Fund Dealing Team's workload and workflow.
Customers / Stakeholders
- Ensure that the team are customer focused and that high standards of service is provided.
Operation effectiveness & Control:
- Ensure procedures, client Operations guides and other internal supporting documentation is up to date.
- Ensure that business practices and processes are regularly reviewed for adherence to procedures and FIMs including Compliance policies and Internal Controls.
- Ensure new business or new processes are understood and implemented.
- Be aware of the business practices and processes associated with the role, and act in a manner that takes account of operational risk considerations.
- Ensure all day end controls are complied with and any Exceptions are escalated to the Manager in a timely manner.
- Train and develop SMEs.
- Encourage Team to attend training sessions.
- Provide update to Manager on day to day operations.
- Provide feedback to Manager on performance of SMEs.
Role Context:
Environment of the Role
- A dynamic role providing the job holder with exposure to key Stakeholders.
- With the expansion of the product into the UK Market, the business is expected to go through a period of significant growth which will be followed by a period of stability.
- The GDTA team plays a very important role in HSS Edinburgh's service differentiation and ultimate client satisfaction.
- Board Membership
- N/A
- Committee Membership
- N/A
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