Custody Administrator

Brown Shipley, London, GBR, EC2R 7HE
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Purpose of the Job


Brown Shipley are seeking a Custody Administrator for a fixed term contract, it is expected to last between 18 and 24 months.

The role of the custody team recruited for this project will be to arrange for the transfer of client assets to Brown Shipley once clients have been onboarded.
The efficient and speedy transfer is essential if we are to give new clients a lasting positive impression of our business. These processes are regulated activities and are therefore subject to tight controls. You will begin by developing your knowledge of how transfers in are initiated and take responsibility for this work.
This will involve liaising with the new client advisors, counterparties and custodians.  This role will involve communication with several other teams within Operations therefore exposing you to other elements of a client’s journey.
As your knowledge and understanding grow you will be responsible for further elements of the process.  You will learn about various investment products, including equities and bonds, funds of various types and the processing of Individual Savings Accounts (ISA’s) and how transfers are processed.

The nature of the position, and the core values of BSco means that the successful candidate  will have the foundations and support to flourish in a career within financial services.

Key Accountabilities

• Initiating process for all transfers in ie. Requesting valuation
• Following Up with counterparties for outstanding items to progress transfers in of custody assets eg valuation/ISA notice via email/phone
• Communicating with counterparties, custodians and our Client Advisors to ensure the efficient transfer of assets via email/phone
• Ensure all internal procedures and regulations followed
• Develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications

Knowledge and Experience

Ideally experience working within Financial Services however, we will provide training and development

Experience of ISA transfer and or asset transfers between custodians

Attributes and Qualities

• Team player
• Eager to develop knowledge and skills
• A self starter who is prepared to drive their own development
• Customer focus
• Flexibility
• Strong communication skills
• A positive attitude

Technical Skills

Ability to use Microsoft products – word, email and excel

Languages Skills

Fluent in English

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