At a Glance
- Tasks: Oversee daily processes and support the team in managing investment transactions.
- Company: Join a leading financial services firm with a strong team culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career growth and to make a real impact in the finance sector.
- Why this job: Be a key player in ensuring smooth investment operations and compliance.
- Qualifications: Experience in dealing and settlements, with strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
This role is an office based position.
Carry out and oversee others in the team carrying out daily processes; creation, placement and settlement of transactions on investment accounts, set up and maintenance of assets, trading counterparty records and policyholder investment portfolio records.
Matching money received into company bank accounts, handling asset re registrations and investigation and resolution of stock reconciliation queries.
Understand and support the team in fulfilling a broad scope of counterparty anti-money laundering requirements to enable timely investment and account opening.
Support the team and build a positive culture, providing an immediate point of escalation for technical expertise, be a subject matter expert and support the Team Leader with change initiatives and project work.
Role model the Utmost values and support oversight functions such as team planning, training and wider performance analysis and improvement.
Professional and timely communication with colleagues, and with policyholders, financial advisers and all counterparties is fundamental.
JTRA1_UKTJ
Senior Dealing & Settlements Administrator employer: Utmost Services Limited
Utmost is an exceptional employer that prioritises the well-being and professional growth of its employees. With a dynamic work culture that fosters collaboration and innovation, team members are encouraged to develop their skills through ongoing training and mentorship opportunities. Located in a vibrant area, Utmost offers unique advantages such as flexible working arrangements and a commitment to maintaining a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding employment in the field of cyber security.
