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Willow Resourcing
,
Birmingham, West Midlands
Interim Settlements Assistants x3
Overview
3 Settlements Assistants are required by a leading investment management firm for initial 6-month Fixed Term Contracts due to increased levels of business. There is a possibility that the contracts may be extended or even made permanent. The roles are to start ASAP although strong candidates with up to 4 weeks notice will also be considered. Your responsibilities will include Performing security trade and security transfer settlements Dealing with client payments via BACS, CHAPS and cheque Processing client fees Processing client loans and term deposits Processing ISA and Junior ISA subscriptions HMRC reporting Resolving cash and security reconciliation breaks You will have proven experience in a Settlements role or have exposure to settlements in a wider Middle Office capacity. You will ideally have experience of many of the responsibilities detailed above, although you certainly do not need to tick all the boxes. Any previous wealth management experience would be advantageous, but candidates from the wider banking and financial services community with settlements experience are also of interest. Above all, you must be willing to commit to the full duration of the 6-month contract.