Unit Trust Dealing

In this role, you’ll make an impact in the following ways: 

• Under direct supervision, performs operational tasks in a product or functional area, including processing unit trust trading, updating client accounts or company records.
• Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
• Responds to client inquiries. Investigates and corrects errors.
• Provides product knowledge and technical assistance as necessary.

Responsible for the quality and completion of own work.To be successful in this role, we’re seeking the following: 

• Experience in dealing with clients over the phone and written (email)
• Proven track record of delivering excellent client service
• Ability to adapt to change and use initiative to overcome challenges
• Must have intermediate knowledge of Microsoft Office products (specifically Word, Excel, Access, Outlook)
• Understanding of unit trust dealing and settlement processes desirable