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Trainee Securities Administrator, Guernsey

2022-07-21 18:23:052022-08-26 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Securities
Start Date ASAP
Job Ref XS210775
Job Views 31
Description
Our client specialises in offering life-insurance-based wealth management and employee benefit solutions to a global audience is seeking to recruit a Trainee Securities Administrator.

Key responsibilities will include;

•Assist in the preparation of management information and investment presentations
•Regular systematic reviews of Internal Controls along with periodic review of the Company’s Compliance and Procedures
•Client on boarding covering the production of Customer Agreement and Questionnaires, collation of AML/KYC including TIN’s where required
•Client account opening at nominated sub-custodians
•To assist with the preparation and distribution of quarterly client report packs that include portfolio performance calculations, relative performance, valuations, income schedules and portfolio commentary

The successful candidate will have:

•A good understanding of investment markets combined with a comprehensive knowledge of securities administration
•Strong relationship management and customer service skills
•Must have the ability to take the initiative to suggest and implement improvements to processes and procedures
•Ability to work to a high standard and to monitor those standards to ensure high levels of accuracy
•Experience in using online investment, custodian and banking systems

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.



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