Job Description
Description of the role
Main responsibilities:
• Executing all administrative duties relating to investments, including, but not limited to: client onboarding & account opening, investments, additions, payments, repurchases, switches and transfers, assisting with and effective resolution of all client queries
• Educating clients on technology and platforms available to them to improve their investment administration experience
• Gathering client information – internally and externally
• Working with external vendors/product providers and LISPs
• Researching products and competitors
• Completing of ad-hoc projects and attendance of relevant training courses and client meetings where required
• Preparing, printing & binding proposals and reviews
• Pre-completing and formatting various documents
• Providing timely feedback within a compliance context on investment reviews...