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Job description / Role
-To manage an online portal where queries are received and resolved
-To play a key role in the resolution of intermediary queries via the portal or received directly, by handling any daily operational issues requiring interaction between financial intermediaries and ARIA
-To provide timely updates/resolution to all business queries
-Develop deep knowledge of a number of diverse areas including trading, investment instruments, financial planning process, new business administration
-Generation of, and ultimately responsibility for commission calculation and delivery
-To provide timely updates/resolution to all adviser queries
-Involvement in ‘intermediary on boarding’ process that will involve design and execution of asset migration projects
-Reconciling Trades places and settled
-Asset set up and Transfers
-Provide MI (Management Information) reports to senior management for key tasks assigned
-Provide administrative duties in other areas of the business
Requirements
-Experience of working in the financial services industry
-Ability to handle multiple tasks with deadlines
-Effective written and verbal communication skills
-Takes responsibility and is accountable for their work
-Good problem-solving skills
-Self-motivated and willing to learn, including following a structured CPD program and taking on related financial services examinations
About the Company
A leading investment company in the UAE.