Back Office Operations

Our client is a specialist Investment Banking and Wealth Management boutique looking to expand their BO Operations team with 1-2 years of experience.

Role:

• General Back Office operations.
• Client queries and correspondence, including payments, withdrawals and stock transfers.
• Client onboarding.
• Transfers in and out support.
• Dematerialisation and rematerialization support.
• Corporate Actions processing.
• Liaising with Investment Managers.
• Dealing with adhoc requests from Investment Managers and clients.
• Data management and monitoring.
• Client report creation including regular client statements and valuations.
• Completing compliance assessment forms and checks.

Experience:

• Proven Back Office experience or in a similar role.
• Proficiency in MS Office and other back-office software
• Knowledge of CRM platform is a plus