Premier Dealing Administrator

Recruiter
Equiniti
Location
Worthing
Posted
17 May 2018
Closes
01 Jul 2018
Job role
Accountant
Role Summary

The Executive Dealing function sits within the wider Premier Services operational team with an emphasis on customer service, excellence and growth. Executive Dealing is positioned to allow executives to trade on an ad hoc basis, selling vested shares from a wide variety of Executive and Discretionary share plans. Premier Services currently administer plans for around 80 clients. As an administrator you will interact with clients, employees and internal stakeholders to facilitate the smooth trading and settlement of a range of shares listed on the LSE and across the world on a same day basis.

Department Information

The Premier Services operational team are part of the wider Employee Services division under EQ Boardroom. The team are primarily responsible for the administration of Executive and Discretionary Plans and the Global Nominee. With a diverse client base ranging from FTSE 100 clients with thousands of participants to small overseas plans with complex requirements this is a great opportunity to join an expanding team with plenty of opportunities to develop.

Core Duties/Responsibilities

Successful candidate will be responsible for the following duties

  • Monitoring inbox and replying to internal and external queries
  • Use of a wide variety of operating systems including Sirius, Centive, Xanite, CREST GUI and Optitrade.
  • Ensuring work is logged accurately and in real time to enable seamless workflow through the team.
  • Ensuring that all sales are carried out accurately and signed off appropriately
  • Ensuring that data loaded to operating systems is accurate and timely
  • Understand the importance of relevant regulation and the impact of activities on regulated activity
  • Stock settlement and liaison with the relevant departments (internal and external) to credit shares in a timely manner
  • Awareness of key regulations, including but not limited to, COBS (Code of Business Sourcebook) and CASS (Customer Assets).
  • Awareness of the EQ Escalation policy so that issues can be escalated in an appropriate way
Skills, Capabilities and Attributes

Successful candidate should demonstrate the following skills and behaviour

  • Enthusiastic and committed to meeting client requirements
  • Attention to detail
  • Excellent organisational and planning skills
  • Communication skills
  • Comfortable working independently and as part of a team
  • Willing and able to learn a number of systems
  • Working to tight deadlines under pressure
  • Experience in customer service environment would be beneficial

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