Operational activities

• Process Trade & Transfer orders from customers 

• Perform document completion for trades & transfers along with verification 

• Process incoming trades related cash and incoming transfer requests 

• Trace pending transactions and settle transactions on receipt of contract note 

• Process corporate action shares and cash events promptly and accurately 

• Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure change 

• Assist in documenting team procedures and in project works, when required 

• Day to day decision making guided by policies, procedures and business plans as well as managing exceptional cases 

Customer Service

• Investigate, monitor, record and resolve simple queries/issues raised by the client via phone calls and emails 

• Provide the highest standard of service in all dealings with the client 

• Undertake reviews of clients activity, utilisation of products to suggest changes/improvements and identify development and training requirements 

• Role model to the rest of the team in living up to the values to the company and guidance of team members. 

Qualifications/required skills

• Years of Experience: Minimum 3 years
• Education Qualifications: Diploma, university degree and/or a comparable qualification

• Team leader or managerial experience, leadership, coaching and mentoring skills are an advantage 

• Banking experience and/or knowledge of investment funds industry is an advantage 

• Pro-active attitude with strong problem-solving skills, accuracy and ability to work independently and as part of a team in an international environment 

• Ability to multi-task and work under pressure to meet tight deadlines 

• Customer oriented with excellent telephone, communication and negotiation skills 
• Working on early shift to support Australian market may be required 

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