Client Account and Institutional Analyst (2419-CAIA)
- Black River
- 21,000 - 30,000
- Permanent
- Added 07/05/2024
- Closing 06/06/2024
- Human resources
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Our client in the investment sector is seeking to recruit a Client Account and Institutional Analyst who will report to the CEO.
Responsibilities:
Onboarding and Remediation:
- Assess and analyze quality of applications.
- Process client data changes on existing accounts upon instruction.
- Review all alerts for PEP and Sanction triggers of possible matches.
- Handle due diligence investigations to support policies and procedures.
Treasury:
- Conduct bank reconciliations and journal processing.
- Process Forex settlements.
- Process Inwards allocations.
Trading:
- Acting on client instructions.
- Running reconciliations.
- Processing stock transfers.
- Working closely with the settlement team.
Institutional Support:
- Establish and maintain professional working relationships with the company's clients and always providing them with a professional and client centric experience.
- Work with the Support and Projects teams in developing processes and systems to further automate functions within the department.
- Provide a dedicated service and support function to company institutional client base across multiple jurisdictions.
Profile:
- University Degree.
- At least three to five years relevant experience.
- Must have reliable transport and a valid driving license.
- Flexibility in respect of working hours.
- Ability to multitask and handle several different projects.
- Strong work ethics and attention to detail.
- Proficient time management skills.
- High command of verbal and written English.