Associate - Funds Solutions

Accurately process, record and/or review of information

Adhere to procedural, regulatory & industry requirements.

Manage phone calls and responding to correspondence to process and deadline

Maintain relevant systems/data bases.

Help with preparation of correspondence, presentations, reporting and other general administration duties

Escalate queries, complaints, risks and issues promptly

Identify opportunities for process improvements that positively impact efficiencies and customer experience

Booking and coordination of meetings/travel when required Manage stationary, office environment where necessary

Support and assist other team members as and when required

Ensure knowledge is up to date by completing mandatory training / regular reading within the prescribed timeframe

Ensure that your individual targets and objectives are achieved