- Processing Transactions: Handle buying and selling of shares, execute trades and ensure accurate reconciliation.
- Market Monitoring: Check stock prices daily and update related databases
- Client Reporting: Compile investment reports and respond to client inquiries
- Portfolio Management: Monitor client accounts and records.
- Compliance: Follow in-house compliance procedures and complete ongoing training.
- System Improvement: Identify and investigate system issues to enhance processes.
- Project Support: Assist with projects impacting daily activities.
- Procedure Documentation: Write procedures to support team activities.
- Documentation Management: Request and collate KYC & AML documentation.
- Meeting Participation: Attend and present reports at internal and external meetings.
Please only apply if you have suitable experience.