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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
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In this role you will:
Ensure all quarterly and annual client statements are run, printed, reviewed, and sent to clients on time, adhering to strict quality standardsReview the accuracy of client portfolios by running various reports (Mpower and queries) to investigate and update discrepancies Review and balance any Statement of Change and Detail of Holdings discrepanciesCo-ordinate with 1832 Asset Management business & internal and external partners for timely delivery of statements Participate in testing and implementation of internal operational enhancements and troubleshoot items that arise Create and deliver reporting that addresses the current needs of the 1832 Asset Management Business and collaborate with management to proactively anticipate future requirements and business impacts, including creating and updating SOPs as necessaryPerform customer service duti...