Chiltern Recruitment have an exciting new role for a graduate. This position is designed to support the head of dealings with all post transaction administration. You will be responsible for communicating with clients via both email and phone.
+ Adding and confirming new beneficiaries.
+ Instructing payments for splits/overpayments.
+ Updating maximum trade/annual trade increase for compliance.
+ Managing late positions.
+ Roll request and completing relevant forms.
+ Communication with compliance relating to margin, late trades and roll requests.
+ Requesting documentation from Clients.
+ Liaising between payments and dealing team.
+ General operational duties covering core funds in/funds out and payment activities
+ Able to demonstrate a history in the following areas:
+ High level of attention to detail.
+ Initiative and pro-activity.
+ Planning and organising.
+ Customer service orientation
+ Strong written and verbal communication
+ Mathematically literate.
+ Mathematical degree advantageous