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* Transfer of client accounts (in & out) including ISAs/Pensions/OPBs etc. * Transfer of all asset classes including, but not limited to equities/bonds/funds etc. * Monitor and chase outstanding transfer items. * Maintain client database to reflect progress of transferring accounts. * Administration of Portfolio Adjustments. * Off-Market Transfers. * Letters of indemnity. * Portfolio valuations. * Collate corporate action notifications ensuring they are distributed and logged appropriately within the custodian deadlines. * Process cash receipts/disbursements. * Cash Account Administration. * Book Cost adjustments. * Process internal client journals. * Check and authorise client payments & receipts. * Check and authorise stock batches.
* Banking or stockbroking experience essential. * Preferred experience of working within an Asset Transfer team * Knowledge of Nominees/Dividends/Corporate Actions. * Knowledge of ISA, SIPP & OPB products. * Knowledge of taxation and banking procedures. * Industry exams advantageous.
* Ensure our Service 1st culture is adhered to and maintained at all times. * Desire to be involved with all aspects of the business taking a hands-on approach * Ability to expand and grow with the business. * Demonstrates a positive attitude reflected in day to day conduct. * Excellent written and verbal communication skills. * Use initiative and applies knowledge acquired to problem solving. * Approachable and enthusiastic.