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

    Report this job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form