Do you have experience of working in Financial Services?
We are currently seeking an energetic, pro-active problem solver, who is able to build strong relationships to join our fast-paced Asset Transfers Team.
In this role, you will have ownership of the asset transfer process for all registrations, including: managing queries, communications with custodians and advisor firms, manage asset set-ups and corporate actions.
You will investigate system and processing exceptions to identify corrections and resolution, review cash and stock reconciliation, handle exchange trades through the Order Management System and external brokers in an accurate and timely manner.
Fusion Wealth powers a bespoke wealth management and technology solutions for discretionary fund managers, national financial advisers and networks. Our no compromise approach helps firms to deliver a truly unparalleled level of service to their end client.
We’d like to hear from you if you:
- Have experience of working in a regulated environment
- Have previous experience within an analytical support role
- Have excellent verbal and written communication skills
- Have a proven analytical and problem-solving skills
- Have excellent Excel skills, including the ability to manipulate data
- Thrive in a challenging and fast paced environment
We have a comprehensive benefits package, including:
- Holiday entitlement starts at 22 days, rising to 25 days plus bank holidays
- Onsite parking
- Up to 5% Pension contribution
- Private Healthcare
If you think you would make an excellent and valued member of the Fusion Wealth team and your skills and experience match the job requirements, please forward your CV and Cover letter.
Fusion Wealth are an equal opportunities employer, this means it is our policy to provide equal employment opportunities to all qualified persons and to recruit, hire, train and promote persons in all jobs without regard to race, colour, religion, sex, national origin, disability or sexual orientation.
- Communication Skills
- Microsoft Excel
- Order Management
- Problem Solving
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