Key Responsibilities
Monitoring, validating and recording new portfolios and client amendments.
Processing closed accounts, and Loss of Contact clients including static data amendments and reporting.
Produce regular reporting such as Contract Notes,
Assisting with quarterly fee and valuation production, maintaining reconciliations, and answering queries.
Reviewing returned post and Loss of Contact...
Operations Analyst Private Wealth in London employer: Career Wallet
Newto Training is an exceptional employer for aspiring Cyber Security professionals, offering a unique blend of comprehensive training and guaranteed job placement upon course completion. With a strong focus on employee growth, our supportive work culture fosters collaboration and innovation, ensuring that you gain valuable hands-on experience while earning top industry certifications in a rapidly growing field.
