Role OverviewSupport Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment.
What You Will Do
Process client account updates, support cash and securities transfer activities, manage cash disbursements and receipts, generate and interpret operational reports, and coordinate with cross-functional teams.
Why It Might Be a Fit
Must have systematic withdrawal plan, data amendments, and account maintenance skills. Nice-to-have skills include analytical, communication, and problem-solving skills.
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
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