Custody Management (transfers) Administrator

Leeds, United Kingdom

Job Description

Hours per Week
37.5
Work Pattern
8.30am - 5.00pm
Client Facing
No
Seniority
Entry-Level
This opportunity within our Custody Management team offers a chance to be directly involved in helping us deliver our award-winning client-centred service.
When a client wishes to transfer stocks from one portfolio to another, Custody Management Administrators play a vital role in ensuring that everything is allocated correctly to their accounts.
This will involve checking and processing records on multiple bespoke systems and spreadsheets and ensuring all actions are completed within our agreed deadlines.
You will be also completing a variety of checks and reconciliations that must be completed on both a regular and ad hoc basis with specific deadlines.
This is not a client-facing role, your main contact will be with other department colleagues for any possible queries.
Further specific details about the role can be found in the job description attached to this advert.
What we're looking for

  • Previous administrative experience, ideally within financial services or another regulated industry.
  • Excellent attention to detail.
  • Ability to organise, plan, coordinate, communicate and escalate tasks based on provided priorities.
  • Excellent time management and organisational skills.
  • Proactive and thorough approach to dealing with workload.
  • Self-starter who is comfortable working without supervision and as part of a team.
  • Willingness to learn new processes and systems.
  • Confident user of IT systems, particularly Microsoft Excel.
We would particularly welcome applications from candidates who
  • are interested in or are already completing the CISI Level 3 Investment Operations Certificate.
  • have previous experience within a Transfers or Custody Management team - particularly any international transfers experience.
What does the future look like?
Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks.
Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.
Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth.
We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you.
We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.
As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.
Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever, come and share it with us.

Skills Required

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Job Detail

  • Job Id
    JD3777925
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    £24,500-28,000 per year
  • Employment Status
    Permanent
  • Job Location
    Leeds, United Kingdom
  • Education
    Not mentioned