Independence Senior Associate
Posted on :
24-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 777916
For Personal Independence matters
Providing investment pre-clearance within agreed timeframes
Recording investment transactions on behalf of partners who signed up for the Checkpoint support service
Emailing confirmation of updates to partner within agreed timeframes
Managing security update request emails on behalf of partners(e.g. following a restriction change)
Assisting partners in annual reconciliation of Checkpoint portfolios
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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