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Senior Investment Support Executive We have a great opportunity to work as part of our Client Enablement Team/Investment Support team, monitoring the settlement process of trades, corporate actions & client instructions along with supporting client service delivery. Come and join our growing team! Job description below. Please send your CV to HRJersey@ashburton.com by 31 January 2022 _____________________________________________________________________
Job Title: Senior Investment Support Executive Reporting to: Head of Operations _____________________________________________________________________ Purpose of the role: To support the business in delivering an efficient and effective client service to our global client base. With an extensive knowledge of investment support activities, the role holder will be expected to deliver the highest standards of service to both internal and external clients and strategic business partners. The role holder will work closely with the business monitoring the settlement process of trades, corporate actions & client instructions along with supporting ongoing client service delivery. As a senior member of the team the role holder will also work closely with the Head of Client Enablement in workload and team management ensuring the needs of the business are supported. As part of the wider Client Enablement team the role holder may be required, at times, to provide cover across the team where required, with suitable training and support provided.
Key Responsibilities:
Additional Responsibilities: Assist with client and management reporting when requested. Assist in testing when implementing new or upgrading systems when requested. Keep up to date with finance industry developments ensuring that the minimum CPD is reached each year. Identify and recommend improvements to systems, processes and service standards and to be involved in projects to improve efficiency of Ashburton services. Actively promote the services of Ashburton identifying and bringing to the business’ attention any potential opportunities. Always adhere to Clear Desk Policy, ensuring that all client sensitive data (e.g. client names, account numbers etc.) is kept securely locked overnight. Any obsolete papers that include client details must be placed in the confidential waste. Always adhere to, keep up to date with and attend training provided on Money Laundering, Data Protection and any other additional regulatory requirements. Adherence to GDPR regulations All additional activity involved in supporting ongoing client service delivery.
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