Job Summary: 

• Administer the full lifecycle of corporate actions.
• Manage new and amended corporate events.
• Validate and scrub corporate action data.
• Reconcile entitlements and stock positions.
• Ensure compliance with the Shareholder Rights Directive II.
• Coordinate with decision makers on elective events.
• Collate and submit elective instructions via the Global Custodian.
• Process and reconcile settled event data.
• Apply accurate tax and journal entries.
• Prepare foreign exchange instructions.
• Oversee proxy voting and shareholder disclosures.
• Resolve stock and cash reconciliation issues.
• Manage corporate action and investment inboxes.
• Handle restricted liquidity and impaired assets.
• Respond to ad-hoc queries and provide departmental support.

Skills on Resume: 

• Corporate Actions (Hard Skills)
• Data Validation (Hard Skills)
• Reconciliation (Hard Skills)
• Compliance (Hard Skills)
• Coordination (Soft Skills)
• FX Processing (Hard Skills)
• Problem Solving (Soft Skills)
• Communication (Soft Skills)

Job Summary: 

• Act as the primary point of contact for all static data-related queries across the business.
• Create and maintain new securities within the Tercero system to ensure accurate data setup.
• Complete fund account application forms promptly and in compliance with internal standards.
• Liaise with custodians to ensure new securities are properly established on their respective platforms.
• Maintain accurate and up-to-date counterparty static data across all systems.
• Conduct ongoing reviews of security static data to ensure consistency and accuracy.
• Oversee the maintenance and categorization of CTC data within internal databases.
• Update and monitor foreign exchange (FX) rates to ensure current and reliable pricing information.
• Review stale prices regularly to identify discrepancies or outdated data.
• Investigate and validate large price movements to ensure data integrity.
• Manage and update records of national holidays that impact trading and settlement processes.
• Ensure that security pricing and static data are consistently maintained across the entire stock universe for custody operations.
• Assist in developing internal software solutions to enhance automation and efficiency in data and pricing feeds.

Skills on Resume: 

• Data Management (Hard Skills)
• Security Setup (Hard Skills)
• Custodian Liaison (Soft Skills)
• Data Accuracy (Hard Skills)
• FX Monitoring (Hard Skills)
• Price Validation (Hard Skills)
• Issue Investigation (Soft Skills)
• Process Automation (Hard Skills)

Job Summary: 

• Ensure all trades are executed accurately and in full compliance with established Service Level Agreements.
• Maintain a high level of precision and attention to detail throughout the entire trade execution process.
• Identify and resolve any trade-related issues promptly to prevent operational delays.
• Keep clients fully informed before, during, and after execution in accordance with Treating Customers Fairly (TCF) principles.
• Provide clear, transparent, and timely communication to ensure client confidence and satisfaction.
• Respond efficiently and professionally to queries from internal teams, Independent Financial Advisers, and clients.
• Handle both verbal and written correspondence with accuracy and professionalism.
• Collaborate with other operational teams to maintain seamless workflow and service consistency.
• Contribute to the completion of additional projects and operational initiatives.

Skills on Resume: 

• Trade Execution (Hard Skills)
• Compliance (Hard Skills)
• Issue Resolution (Soft Skills)
• Client Communication (Soft Skills)
• Customer Service (Soft Skills)
• Correspondence Handling (Soft Skills)
• Team Collaboration (Soft Skills)
• Operational Support (Hard Skills)

Job Summary: 

• Prepare client reviews, process new business applications, and generate detailed reports using the company’s back-office systems.
• Liaise with investment and pension companies to obtain accurate and up-to-date client information.
• Gather relevant product and policy details from pension and investment providers efficiently.
• Prepare and submit new applications with attention to accuracy and compliance.
• Compile and format client valuation reports to support financial reviews and advice.
• Process surrenders, withdrawals, and other servicing requests promptly and correctly.
• Ensure all client transactions and service activities adhere to internal procedures and regulatory standards.
• Provide comprehensive administrative support to the wider team.
• Deliver exceptional customer service by responding to client queries in a professional and timely manner.
• Maintain accurate records and ensure consistent data management across all systems.

Skills on Resume: 

• Client Administration (Hard Skills)
• Data Management (Hard Skills)
• Organization (Soft Skills)
• Accuracy (Hard Skills)
• Compliance (Hard Skills)
• Reporting (Hard Skills)
• Customer Service (Soft Skills)
• Team Support (Soft Skills)

Job Summary: 

• Serve as the primary liaison with clients, advisors, and partners to provide the highest level of customer service.
• Manage and lead a team of administrators supporting Wealth Management advisors and clients.
• Develop and implement a rigorous onboarding and client administration program to support RWM service excellence.
• Manage the client account opening process, fund transfers, and recordkeeping.
• Manage, respond to, and execute service requests from the department inbox.
• Receive and process instructions while adhering to policies and procedures in a timely and accurate manner.
• Perform routine reconciliations, settlements, and deposits, ensuring all relevant cut-off times are met.
• Coordinate with internal business units to process and improve service delivery.
• Manage the documentation process between advisors, clients, portfolio managers, and custodians.
• Ensure the accuracy of client information and respond proactively to client requests.
• Aid in the creation of marketing materials, investment policy statements, and client reporting packages.
• Work with back-office systems to manage CRM, custodial, and trading functions.
• Lead quarterly client reporting.

Skills on Resume: 

• Client Relations (Soft Skills)
• Team Leadership (Soft Skills)
• Onboarding Management (Hard Skills)
• Account Administration (Hard Skills)
• Service Execution (Hard Skills)
• Reconciliation (Hard Skills)
• Process Improvement (Soft Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Contact clients by phone to schedule meetings using organized phoning lists and follow up through additional calls or emails.
• Ensure all communication is conducted professionally to maintain strong client relationships.
• Prepare accurate investment paperwork for purchases, trades, and sales according to company procedures.
• Coordinate with advisers and clients to confirm paperwork completion and obtain required signatures promptly.
• Track outstanding documents to ensure smooth and timely processing.
• Process finalized paperwork through online platforms, Microsoft Office applications, Adobe Acrobat Pro, fax, and email systems.
• Maintain meticulous records of all documentation handled to ensure compliance and traceability.
• Answer incoming calls from clients, prospects, and investment or insurance providers courteously and efficiently.
• Address client inquiries and concerns with professionalism, escalating more complex matters to advisers.
• Support the office’s daily communication flow to enhance operational efficiency and client satisfaction.

Skills on Resume: 

• Client Communication (Soft Skills)
• Documentation Processing (Hard Skills)
• Administrative Support (Hard Skills)
• Record Management (Hard Skills)
• Paperwork Coordination (Hard Skills)
• Customer Service (Soft Skills)
• Follow-Up (Soft Skills)
• Operational Efficiency (Soft Skills)

Job Summary: 

• Ensure the operations and investment teams consistently follow established procedures.
• Monitor adherence to internal controls and regulatory requirements throughout each stage of the investment lifecycle.
• Draft, review, and distribute key communications for the team, Investment Committee, investors, and other external stakeholders.
• Ensure all correspondence is clear, accurate, and aligned with company standards.
• Oversee and record investment and divestment activities in internal systems, maintaining complete and compliant data on assets, valuations, and investor information.
• Ensure the smooth movement of funds related to investment and divestment transactions.
• Collaborate closely with investment leads and legal counsel to manage documentation, prioritization, and workflow.
• Apply knowledge of internal processes and risk tolerances to ensure effective task management.
• Handle administrative responsibilities associated with client and regulatory reporting following investment or divestment completion.
• Assist in fund-related reporting and ensure all submissions meet deadlines and compliance standards.
• Liaise regularly with internal departments and external suppliers to maintain seamless communication and operational efficiency.

Skills on Resume: 

• Operational Oversight (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Data Management (Hard Skills)
• Fund Transactions (Hard Skills)
• Documentation Management (Hard Skills)
• Risk Management (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Manage the allocation of Capex and project Revex budgets within the Annual Operating Plan and its variances.
• Advise and prepare the basis for investment decisions in local real estate, construction, and maintenance to optimize capex spend by analyzing equipment data.
• Support the implementation of alternative funding opportunities to overcome budget restrictions.
• Ensure the accuracy of the fixed asset register, including keeping the asset under construction balance at an appropriate level in cooperation with the business service centre.
• Work closely together with construction and maintenance teams to ensure project creation and P2P (Purchase 2 Pay) process in line with company standards.
• Cooperate closely with finance and performance teams, as well as the strategy manager, to ensure consistency of data and financial project execution across regions.
• Assist continuous improvement projects in investment planning to drive consistency, standardization, and simplification of processes.
• Support cross-departmental collaboration to uphold accuracy, transparency, and consistency across all investment activities.

Skills on Resume: 

• Budget Management (Hard Skills)
• Investment Analysis (Hard Skills)
• Financial Planning (Hard Skills)
• Asset Management (Hard Skills)
• Process Compliance (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Continuous Improvement (Soft Skills)
• Data Consistency (Hard Skills)

Job Summary: 

• Carry out a range of financial administrative duties, including accurately logging and organizing paperwork.
• Ensure that all email mailboxes are reviewed daily and that messages are handled or forwarded promptly to the appropriate staff.
• Monitor and manage the secure message inbox queues, assigning messages accurately and within required timeframes.
• Maintain clear records of all communications to support efficient workflow and accountability.
• Develop and sustain strong working relationships with colleagues across departments.
• Promote collaboration and mutual support to enhance team efficiency and morale.
• Respond to customer queries promptly, delivering clear and accurate information at all times.
• Provide a high standard of customer service by maintaining professionalism and attention to detail.
• Escalate complex or sensitive issues appropriately to ensure timely resolution.
• Contribute to a positive and cooperative team culture through proactive communication and support.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Inbox Management (Hard Skills)
• Record Keeping (Hard Skills)
• Team Collaboration (Soft Skills)
• Customer Service (Soft Skills)
• Issue Escalation (Soft Skills)
• Communication (Soft Skills)
• Workflow Efficiency (Hard Skills)

Job Summary: 

• Work closely with the portfolio and investment teams to collect, collate, and update financial information from investee companies.
• Ensure all data gathered is accurate, complete, and delivered within required timeframes.
• Provide direct support to the portfolio team director in monitoring and reporting on the performance of managed investments.
• Assist in maintaining oversight of portfolio activities to ensure compliance with internal and client requirements.
• Prepare detailed and timely reports for clients, ensuring all reporting deadlines are consistently met.
• Validate financial data and performance metrics to guarantee accuracy in reporting outputs.
• Contribute to the development and refinement of portfolio monitoring tools and templates.
• Review existing reporting systems and identify areas for process enhancement.
• Make proactive suggestions to improve the efficiency, accuracy, and usability of reporting frameworks.
• Support the overall portfolio management function by ensuring smooth information flow and strong collaboration between teams.

Skills on Resume: 

• Data Management (Hard Skills)
• Financial Reporting (Hard Skills)
• Portfolio Monitoring (Hard Skills)
• Compliance Oversight (Hard Skills)
• Process Improvement (Soft Skills)
• Performance Analysis (Hard Skills)
• Report Preparation (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Produce accurate and timely reports for private clients in accordance with company standards.
• Enter and update client and investment data across multiple internal systems.
• Assist with completing and submitting applications to external service providers.
• Maintain and regularly update the external permissions log to ensure compliance.
• Support the upkeep of the company website and social media channels.
• Handle the filing and organization of reports, valuations, and other key documents.
• Maintain an efficient and accessible filing system for both digital and physical records.
• Assist in creating professional presentations and reports for internal and client use.
• Support the account opening process by preparing and reviewing necessary documentation.
• Contribute to client onboarding activities to ensure a smooth and positive experience.

Skills on Resume: 

• Report Generation (Hard Skills)
• Data Entry (Hard Skills)
• Application Support (Hard Skills)
• Compliance Management (Hard Skills)
• Content Maintenance (Hard Skills)
• Document Filing (Hard Skills)
• Presentation Preparation (Hard Skills)
• Client Onboarding (Soft Skills)

Job Summary: 

• Complete all assigned tasks from the Investment Support Supervisor and Senior Administrator in accordance with agreed Service Level Agreements.
• Ensure all delegated responsibilities are handled efficiently and with attention to detail.
• Collect, verify, and record up-to-date client data related to investment holdings accurately.
• Maintain organized records to support reporting and compliance requirements.
• Produce precise and timely reports to meet internal and client expectations.
• Deliver all reporting outputs efficiently while maintaining data integrity.
• Assist in other service areas when additional support is needed.
• Collaborate effectively with colleagues to ensure smooth team operations.
• Respond professionally to telephone and low-risk inbox queries, escalating complex matters appropriately.

Skills on Resume: 

• Task Management (Hard Skills)
• Data Verification (Hard Skills)
• Record Maintenance (Hard Skills)
• Report Production (Hard Skills)
• Data Integrity (Hard Skills)
• Team Collaboration (Soft Skills)
• Customer Support (Soft Skills)
• Issue Escalation (Soft Skills)

Job Summary: 

• Execute targeted business development strategies to attract and acquire new clients effectively.
• Identify potential client segments and develop tailored approaches to meet their financial objectives.
• Conduct in-depth analyses of clients’ financial needs, goals, risk tolerance, and investment horizons.
• Assess clients’ financial strengths and weaknesses to determine suitable wealth management strategies.
• Recognize key success factors that contribute to achieving their financial goals.
• Develop and implement personalized financial plans designed to support clients' long-term objectives.
• Continuously review and adjust financial strategies to ensure ongoing alignment with changing circumstances.
• Act as a trusted steward of clients’ assets, providing guidance and transparent communication.
• Coordinate with accountants, notaries, tax lawyers, and other specialists to deliver integrated financial planning solutions.
• Ensure all strategies and recommendations comply with relevant regulations and best industry practices.

Skills on Resume: 

• Business Development (Soft Skills)
• Client Acquisition (Soft Skills)
• Financial Analysis (Hard Skills)
• Wealth Planning (Hard Skills)
• Risk Assessment (Hard Skills)
• Strategic Planning (Hard Skills)
• Client Relations (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Arrange and process client ISA subscriptions accurately and within required deadlines.
• Handle the full setup and ongoing maintenance of client accounts to ensure data integrity.
• Manage the transfer of client assets both into and out of nominee accounts efficiently.
• Maintain up-to-date and accurate client contact databases to support effective communication.
• Process client payments securely while adhering to company procedures and compliance standards.
• Action all communications received from clients and investment managers promptly and accurately.
• Respond professionally to enquiries from clients, introducers, and third parties to ensure timely resolution.
• Perform reconciliations between internal and custodian systems to maintain data consistency.
• Identify and resolve discrepancies in reconciliation reports quickly and effectively.
• Provide cover for report production, ensuring accuracy and completeness of client information.
• Assist with correcting and verifying report data to uphold quality and compliance standards.

Skills on Resume: 

• Account Management (Hard Skills)
• Data Integrity (Hard Skills)
• Asset Transfers (Hard Skills)
• Payment Processing (Hard Skills)
• Client Communication (Soft Skills)
• Reconciliation (Hard Skills)
• Issue Resolution (Soft Skills)
• Report Verification (Hard Skills)

Job Summary: 

• Assist in producing investment proposals.
• Provide clients and agents with portfolio information and reports.
• Ensure all tasks comply with regulations and company policies.
• Maintain accurate and current client documentation.
• Verify "Know Your Client" information regularly.
• Handle client and intermediary calls and inquiries.
• Manage client mail-merges efficiently.
• Open new accounts promptly and accurately.
• Distribute quarterly valuations and annual tax packages.
• Process client payments and administer deceased accounts.
• Arrange portfolio transfers and process ISA subscriptions.
• Update client databases and support general team administration.
• Prepare reports, correspondence, presentations, and suitability letters.

Skills on Resume: 

• Investment Support (Hard Skills)
• Client Reporting (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Document Management (Hard Skills)
• Client Communication (Soft Skills)
• Account Administration (Hard Skills)
• Payment Processing (Hard Skills)
• Team Support (Soft Skills)

Job Summary: 

• Process client asset transfers both into and out of custody efficiently and in accordance with internal procedures.
• Perform regular reconciliations of client accounts to ensure all assets are accurately recorded.
• Record incoming cash transactions promptly onto the correct client accounts.
• Process management fees in line with agreed schedules and client mandates.
• Handle dividend processing, ensuring correct allocation and timely posting to accounts.
• Manage trade settlements for various instruments while maintaining high accuracy standards.
• Process a range of asset types, including equities, bonds, and funds, with attention to detail.
• Administer multiple account types such as GIA, SIPPs, and ISAs in compliance with regulations.
• Oversee ISA management tasks, including documentation maintenance, posting subscriptions, and completing transfer history forms.
• Prepare and submit annual ISA returns accurately and within reporting deadlines.
• Process outgoing payments securely and verify all authorizations before release.
• Review client valuations to ensure all holdings and pricing data are correct.

Skills on Resume: 

• Asset Transfers (Hard Skills)
• Account Reconciliation (Hard Skills)
• Cash Processing (Hard Skills)
• Fee Management (Hard Skills)
• Dividend Processing (Hard Skills)
• Trade Settlement (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Valuation Review (Hard Skills)

Job Summary: 

• Take responsibility for completing subscription documents on behalf of proprietary Hedge and Private Equity Funds.
• Address all follow-on requests related to these investments on time, including AML/KYC, regulatory requirements, and offering agreement matters, while supporting the Private Investments team with miscellaneous requests.
• Serve as the primary point of contact with external managers on all administrative matters related to investment holdings on behalf of the Private Investments team.
• Communicate with external managers regarding onboarding and operational timelines and requirements, as well as obtaining necessary financial and tax support.
• Collaborate on investor subscription and redemption processes to facilitate a positive client experience.
• Prepare and deliver required reports and deliverables to the Private Investment team and internal counsel.
• Support the fund administration team and assist Legal and Compliance with various projects and legal matters.
• Develop a strong understanding of products and services, along with processes across the organization.
• Manage various yearly tax initiatives and investor deliverables.
• Actively engage in department-specific and firm-wide initiatives to expand capabilities, create solutions for unmet business needs, improve client experience, and enhance process efficiency.

Skills on Resume: 

• Fund Administration (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Client Communication (Soft Skills)
• Onboarding Coordination (Hard Skills)
• Reporting (Hard Skills)
• Legal Support (Hard Skills)
• Process Improvement (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Administer assigned trust accounts, including personal trusts, estates, custodial and managing agency accounts, escrow accounts, IRAs, custodial depositories, retirement plans, and related accounts.
• Develop new business opportunities and provide customer service in the areas of trusts, agencies, IRAs, estates, and retirement plans.
• Collect and analyze customer information to determine appropriate financial products and explain the advantages and disadvantages of various options.
• Respond promptly to trust and banking questions from customers.
• Ensure compliance with applicable tax codes and audit requirements.
• Research and resolve complex trust issues.
• Coordinate and organize workflow, establish project schedules, review client accounts, and determine timelines for special projects.
• Support and contribute to new business goals for the trust department.
• Assist in internal education programs regarding trust products and services.
• Encourage customers to consider additional bank products and services.
• Participate in identifying, measuring, monitoring, controlling, and mitigating departmental and enterprise-wide risks.
• Maintain awareness of and adherence to the bank’s compliance requirements, risk management expectations, policies, and procedures, and apply them to daily tasks.

Skills on Resume: 

• Trust Administration (Hard Skills)
• Business Development (Soft Skills)
• Financial Analysis (Hard Skills)
• Customer Service (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Issue Resolution (Soft Skills)
• Workflow Management (Hard Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Manage the client onboarding process from start to completion.
• Responsible for issuing new business paperwork.
• Manage requests for payments and cash movements, update static client information, prepare valuations, archive documents, and perform other general ad hoc administrative and office duties.
• Ensure all compliance procedures are followed and stay informed of changes and requirements for the investment team.
• Guide the investment team, clients, and external introducers to ensure the correct AML and KYC documentation is received.
• Keep track of the transfer process, check for delays, and keep relevant parties informed while providing potential timelines to the investment team and client, or financial adviser.
• Stay on top of the suitability cycle, gather and assist in the production of suitability documentation, and ensure reviews are completed.
• Build relationships with internal financial advisers and their support staff to manage the integrated onboarding process.
• Manage relationships with external advisers, ensuring prompt and accurate responses to queries and clear communication of timelines.
• Manage the deceased client process, ensuring all parties are kept up to date with requirements and progress.
• Assist with the setup of new financial adviser relationships, ensuring all due diligence documents are completed.
• Work positively and closely with the central administration teams to develop best practices.

Skills on Resume: 

• Client Onboarding (Hard Skills)
• Compliance Management (Hard Skills)
• AML KYC (Hard Skills)
• Process Tracking (Hard Skills)
• Documentation Management (Hard Skills)
• Relationship Building (Soft Skills)
• Adviser Liaison (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Produce reconstructions of client accounts and process the administration of corrections.
• Liaise between the various departments to ensure that the incident management process is adhered to within the SLA requirements of the business.
• Responsible for the accurate and complete recording and reporting of all incidents to management.
• Investigate and follow up on all unallocated deposits in the inflow accounts, including communication in the most effective way with external parties to ensure that client monies are identified.
• Liaise and collaborate with the finance team and team leads to ensure that monies that should be invested are invested within the SLA.
• Provide administrative assistance, which may include capturing instructions.
• Provide support to the team leads of the Contractual and Discretionary product teams.
• Collaborate between the administration team and the Client Service Team.
• Maintain a good internal department relationship to ensure that maximum support and collaboration are achieved.
• Identify gaps in processes and report them to the Head of Retail Administration and Retail Manager.
• Understand and adhere to the appropriate policies, standards, and procedures applicable to the role.
• Understand and manage risks and risk events relevant to the role and immediately report any findings to the Retail Manager for discussion and resolution.
• Maintain a healthy team spirit by assisting peers.

Skills on Resume: 

• Incident Management (Hard Skills)
• Account Reconciliation (Hard Skills)
• Data Accuracy (Hard Skills)
• Client Communication (Soft Skills)
• Collaboration (Soft Skills)
• Process Improvement (Soft Skills)
• Risk Management (Hard Skills)
• Team Support (Soft Skills)

Job Summary: 

• Assist in ensuring that the discretionary investment management service and the advisory service operate as efficiently and effectively as possible.
• Rebalance portfolios and ensure they are kept up to date.
• Process new business from initial account setup through to investment and subsequent reporting.
• Maintain accounts, including updating portfolio information, handling corporate actions, and ensuring sufficient funds are available for income.
• Ensure that all correspondence and communications issued to clients are completed on time.
• Provide a high level of support to registered individuals and clients in response to queries and to assist with processing.
• Liaise with third-party providers, including custodians, product providers, and investment houses, to assist with operational functionality and processing.
• Maintain the company's buy, sell, and hold fund lists and ensure the accuracy of data held.
• Maintain internal fact sheet databases of all funds currently being recommended by the company to assist registered individuals when reporting to clients.
• Comply with regulatory and internal procedures.
• Assist the team in adhering to compliance procedures, ensuring all client files and information remain compliant and confidential.
• Notify the adviser of any suspected complaint and follow appropriate procedures within the complaints handling process.
• Follow anti-money laundering procedures and comply with data protection requirements.
• Follow risk profiling procedures, record the risk profile score in the system, and save the risk profile to the document management system.
• Record and file all relevant correspondence.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Account Administration (Hard Skills)
• Corporate Actions (Hard Skills)
• Client Communication (Soft Skills)
• Third-Party Liaison (Soft Skills)
• Data Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Assist in the development and production of the annual business manifesto and local policy.
• Coordinate and support the delivery of policy-related events, including business roundtables.
• Develop the online president's zone as a newly established policy toolkit for local chambers.
• Support engagement and interaction with national chamber organizations to promote the region.
• Raise greater awareness of the quarterly economic survey and help achieve higher response rates.
• Maintain cross-department relations and engagement with policy-related activities.
• Recommend and coordinate specific policy and promotional campaigns.
• Manage responses to incoming enquiries from members, non-members, and internal customers regarding chamber policy or business issues in a professional, friendly, and efficient manner.
• Manage and update the information available to support inward investors.
• Work alongside the marketing and communications team to develop the investment portal.
• Conduct online research and draft content to support the preparation of news items for online publication via the inward investment portal, departmental newsletters, and social media.
• Assist in the development and delivery of a targeted programme of sector and market-driven events and activities that best showcase the region.
• Help delegations from abroad through online and face-to-face events.
• Support engagement and interaction with trade departments to promote the region.
• Assist in the production of the annual inward investment results report.
• Manage databases and handle enquiries, identifying dynamic ways of generating new enquiries.
• Facilitate introductions with recently established inward investors to the member services team, promoting the benefits of membership.

Skills on Resume: 

• Policy Development (Hard Skills)
• Event Coordination (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Research (Hard Skills)
• Content Creation (Hard Skills)
• Database Management (Hard Skills)
• Marketing Collaboration (Soft Skills)
• Investor Relations (Soft Skills)

Job Summary: 

• Assist the manager of investment finance and administration in coordinating daily investment administration operational activities and workflow.
• Participate in and assist with ensuring that all investment-related transactions are accurately recorded in the investment administration database and settled in the market on time and in accordance with market conventions.
• Maintain portfolio management data to ensure database accuracy and integrity.
• Perform security and compliance rule setups and maintenance within the portfolio management and investment administration systems.
• Prepare and review holdings and cash or transaction reconciliations.
• Investigate and resolve trade settlement issues and disagreements.
• Handle and facilitate the resolution of escalations and issues by thoroughly investigating situations, identifying solutions, and recommending appropriate courses of action while collaborating with other team members to ensure timely resolution.
• Participate in the development, implementation, and maintenance of procedures and service level standards consistent with industry best practices for the administration of investment portfolios, including data entry, trade settlement, corporate actions, pricing, ratings changes, proxy voting, reconciliation, mortgage and loan administration, performance and attribution, investment reporting, and other related activities.
• Review procedures to identify opportunities for continuous improvement.

Skills on Resume: 

• Investment Administration (Hard Skills)
• Data Accuracy (Hard Skills)
• Compliance Management (Hard Skills)
• Reconciliation (Hard Skills)
• Issue Resolution (Soft Skills)
• Trade Settlement (Hard Skills)
• Process Improvement (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Ensure consistent execution of internal controls over investment administration activities and investment-related reporting to mitigate and minimize risk.
• Share knowledge and expertise with team members to ensure the department’s work is completed consistently, accurately, and efficiently.
• Provide backup support for other administrators or employees.
• Participate in the production and review of weekly, monthly, quarterly, and year-end reports to the board of directors, senior management, and other stakeholders, including performance measurement reports and the investigation of irregularities.
• Participate in projects related to the investment administration department, such as system upgrades, adoption of accounting standards, portfolio launches, testing new software, developing procedural manuals, and streamlining or automating processes to reduce human error.
• Act as a departmental liaison with counterparts in portfolio management, finance, information systems, audit, as well as external auditors, custodians, and brokers.
• Act as a key day-to-day liaison with custodian banks regarding investment administration activities.
• Ensure all assigned departmental compliance requirements are satisfied, including both internal and external compliance requirements.
• Participate in other finance, portfolio management, and corporate initiatives.

Skills on Resume: 

• Internal Controls (Hard Skills)
• Knowledge Sharing (Soft Skills)
• Reporting (Hard Skills)
• Project Participation (Soft Skills)
• System Improvement (Hard Skills)
• Stakeholder Liaison (Soft Skills)
• Compliance Management (Hard Skills)
• Process Automation (Hard Skills)