Investment Operations Team Leader

Our client seeks an Investment Operations Team Leader to join their team. Summary: You will have overall knowledge of the Investment Operations Department; Overseeing and resource management for account opening, AML requests, monitoring standing data, dividends, corporate actions and assignment splits. Execute on behalf of the business policyholders in line with Company service standards and the Investment Governance Regulations. Overall knowledge of the Investment Administration Department; Processing dividends, processing corporate actions, asset review / due diligence, account opening, AML refresh requests and assignment splits. To help gather the appropriate data to assist with the notification of corporate actions to Policyholders and their advisers and to subsequently assist with the co-ordination of their responses and onward instruction to the market. Ensure investment transactions are executed and reconciled within the expected timescales. Ensure the timely settlement of all investment transactions and to accurately administer external custodian accounts and custody records. Communicate with customers and external counterparties to ensure all requirements are met. Accurately notify policyholders and their advisers of any changes to their investments and assist with the co-ordination of their responses and onward instruction to the market. Maintain technical knowledge to facilitate rotation within Investment Operations teams to ensure service levels are maintained. Care for customers by providing a high quality of service that is accurate and within stated timescales. To support the Management Team by delivering training and coaching to team members. To ensure that we provide a service to customers in line with Company values. To ensure that investment processes (dividends, corporate actions, assignment splits) are accurately reflected on the systems to ensure accurate reporting. All account opening instructions are prioritised and executed accurately. To allocate cash received from fund houses and nominees/platforms accurately and in accordance with procedures to provide accurate policy representations to clients. Ensure all account opening instructions are instructed, chased and completed in a timely and accurate manner. To ensure standing data is accurate and kept up to date. Key Skills and Experience: A people leader with at least 2 years experience. Minimum 5 A* - C / 9 - 4 Grade GCSEs (including English and Maths) or equivalent - essential CISI Introduction To Securities - desirable . Diligent and conscientious in the accuracy of their work, excellent attention to detail Excellent written and verbal communication skills. Excellent Customer Service skills Previous experience in training and coaching, Can Do, proactive attitude.. If you have the required skills please apply online at searchandselect.com quoting reference number: 16022