Job Description
JOB SUMMARY:The Brokerage Assistant provides administrative, brokerage-related support to the Brokerage team.KEY DUTIES AND RESPONSIBILITIES:âªPreparing documents for various TTCD transactions for the following:-Client information updates-Put-throughs-Lodging of share certificates-Pledges/Release of Pledge-Requests to remove deceased holders-Re-issue of dividend cheques-Inter CSD transfers/ Transfers to other brokersâªPreparation of contract notes and forwarding of signed contract notes to respective branches for collection by client.âªMailing out contract notes and other stockbroking correspondence.âªGetting new accounts and client updates approved and signed offâªOpening of new accounts on required platforms such as Depend.âªFiling all TTCD correspondence, contract notes & KYCsMINIMUM QUALIFICATION AND EXPERIENCEâ¢Full Aâ Level/CAPE or Diploma Certification particularly in Business, Accounting, Economics or related field from an accredited institution.â¢One (1) yearsâ experience in a similar environment and exposure to the investments industry will be an asset.â¢A suitable combination of qualifications and experience will be considered.â¢Proficiency in MS Office applications
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