Role OverviewSupport Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment. Process client account updates and data maintenance requests, support cash and securities transfer activities, and manage cash disbursements and receipts.
What You Will Do
Process client account updates and data maintenance requests, support cash and securities transfer activities, manage cash disbursements and receipts, and generate and interpret operational reports using BOXI.
Why It Might Be a Fit
The ideal candidate will have 2+ years of experience in investment, securities, custody, or wealth management operations, strong analytical, communication, and problem-solving skills, and a Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field.
Requirements
- Systematic Withdrawal Plan (SWP)
- Data amendments & account maintenance
- Custody Operations
- Securities Operations
- Investment Operations
- Wealth Management Operations
- Capital Markets (Equities & Fixed Income)
- Cash management & reconciliation
- BOXI Reporting
]]>