Friday, August 27, 2010

Equities Administrator

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Equities Administrator
Banking & Financial Services Group (BFS) is the primary relationship manager.

Role Overview

Equities administrators are primarily responsible for processing mandatory and voluntary corporate actions. This includes but is not limited to dividends from end-to-end, processing primary market instalment warrant applications, assisting Training and Relationship Managers, WRAP Administration and the WRAP Contact Centre with adviser escalations relevant to corporate actions.

Key Responsibilities

Monitor the ASX daily diary and update all relevant information to the internal corporate actions calendar as well as any relevant internal systems
Processing corporate actions, instalment warrants and dividends from end-to-end
Ensure all instructions received are processed and sent to the registry prior to cut off timeframes.
Communicate direc t ly with advisers in regards to any queries around corporate actions.
Providing support to the WRAP administration and contact centre teams with complex or technical issues .
Ensuring adviser and client satisfaction.
Participating in projects relating to equities/corporate actions
Maintain a detailed understanding of WRAP products and a basic understanding of all other BFS products and services.
Examine existing procedures and provide feedback regarding process improvement.
Preparing detailed reports in relation to compliance, complaints and escalation.
Successful Applicant

Professional communication skills
Equities and derivative knowledge
Understanding of corporate actions
Exceptional attention to detail
Microsoft Excel - intermediate to advanced
RG146
The successful applicant will be a team player with strong attention to detail and an interest and commitment to delivering high quality outcomes at a zero error rate. You will be positive, passionate, willing to learn and proud to support the daily activities of others to achieve positive outcomes for service and operations, our advisers and clients.






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