Ops Specialist, Line (Wealth Management)
Shareworks by Morgan Stanley
Africa,United Kingdom,United Kingdom,Croydon
1d ago

of this position :

  • Reconciliation of data including share and cash movements between internal and external systems to establish requirement vs resource.
  • Initiating reconciliation items for investigation via reconciliation tracking system and driving the business for timely closure of said items.
  • Daily and monthly reporting support for team management.
  • Supporting the settlements team with reconciliation lead enquiries.
  • Following established rules that support FCA and CASS compliance and audit processes and escalating issues as required.
  • Qualifications

    Key attributes for this position :

  • Analytical, accurate, and strong problem solving skills essential.
  • Knowledge of reconciliations, both automated and excel driven.
  • Familiarity with the FCA and CASS requirements, non-essential as on the job training will be provided.
  • An ability to articulate reconciliation issues both in verbal and written form to help aid swift resolution.
  • Self-motivated & eager to learn.
  • Understanding of trading, settlement and stock market related topics including banking
  • processes, non-essential as on the job training will be provided.

  • Strong Excel skills and oral communication skills.
  • Previous reconciliation or accounting background would be advantageous, but not essential.
  • Comfortable with technology and technical concepts.
  • Comfortable in a fast paced changing environment.
  • A deep belief in team success, collaboration and a willingness to adapt to continuous change
  • An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals
  • While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted

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