Transistions Coordinator
The Company
Robert Half Financial Services Group are looking for an On-Boarding Co-ordinator to work in the Business Implementation Operations Group with a minimum of two to three years securities experience.
The Role
Overview The jobholder is responsible for the smooth transition of all assets, under transition or restructure consisting of UK and global securities into / out of nominee names from or to custodians. To liaise by telephone and in writing with clients /custodians relating to incoming and outgoing securities, to achieve timely stock availability for market trades. To resolve queries and issue progress reports direct to clients/custodians until the transition of all stock is complete. Principal Accountabilities To control the transfer of UK & global securities in/out of clients accounts. By creating & editing excel spreadsheet of assets to be transferred. By obtaining an authorised transition instruction from the client. By providing Account Transition Settlements team with a copy of the transition guide together with an excel spreadsheet of the assets to be transferred/received. Maintain control of all incomplete positions on stock transitions as allocated. Ensure outstanding settlements report is reviewed and aged transactions are investigated. To liaise with clients/custodians informing them of the progress of securities in transit. By resolving queries and issuing progress reports to clients/custodians until all assets are fully accounted for, including entitlements. By using a range of communication techniques including the effective use of email, telephone and attending transition planning meetings. To ensure transition files are updated and archived on regular basis. Completed transition files registered onto safe keeper plus.
Salary & Benefits
£50,000
Robert Half International will only consider applicants who hold the required visas for work in the United Kingdom. Robert Half Ltd is acting as both an employment business and an employment agency.
Salary: £50000 per annum + Excellent Package
Contact Name: Samantha Bullion
Email: samantha.bullion.75144.559@rhi.aplitrak.com
Phone: 0207 562 6500
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