Bradley Ironmonger Email & Phone Number

Belfast, Northern Ireland, United Kingdom

Belfast, Northern Ireland, United Kingdom

London, Greater London, United Kingdom

Monitoring and managing the department email inbox.Serve wealth managers by providing product information, resolve product problems and follow up.Manage incoming calls, respond efficiently to wealth manager queries and maintain high satisfaction.Coordination, support and administration of department assignments and projects.Attending weekly Product meeting with updates of open inbox items and other tasks and current projects.For new product partner relationships, coordinate the relevant information for product set up.Maintain internal database, assigning securities to the relevant product provider and add new fund details to the Fund directory on Intranet.Keep abreast of fund mergers, suspensions and change of fund terms, and ensure this is reflected in a timely manner on the Fund directory.Maintain electronic records for all legal agreements executed and keep a log of all pending agreements submitted to legal for review.Financial Planning Agency set up and maintenance. Keep a thorough log of all sub-agencies established for the wealth managers. Act as administrator to provide wealth managers with online account access at the life companies.Maintenance of Product related pages on Intranet, including drafting, posting updates when required and assisting with post updates to Intranet for other Operations teams.Send out monthly management information and specific valuations to product providers.Help with the resolution of Product enquiries and dealing problems.Logging and charging wealth managers for all research and market data costs.Update and maintain all department KPIs and Assist team with scheduling of meetings.

London, Greater London, United Kingdom

Efficiently manage and respond to clients requests to access new funds and share classes as well as other types of enquiries which clients may send to the Fund Requests Team.Learn and use the internal software used to log and manage requests internally for new funds, in order to share the same workflow with other departments involved in the approval process of client's accessing a new fund.Accurately request the opening of new accounts to Fund Managers or their nominated Transfer Agent.Follow-up account opening requests as required and see them through to completion, accurately updating internal systems, within the best time frames possible.Cooperate with colleagues in different Global Branches as well as third parties (clients transfer agents, fund managers, etc) in a friendly and professional manner.Archive documents and communications using the established rules/processes in a timely manner.Deal with operational corrective actions and reporting requirements.Continually suggesting, initiating and participating in the implementation of changes to processes that generate workflow efficiencies and productivity gains.

London, United Kingdom

Interpreting the terms and characteristics of corporate actions and producing an accurate written summary which can be passed to another team within the business for independent review.Diarising corporate action event notifications and monitoring events through the entirety of the event lifecycle.Reconciling positions to determine eligibility to participate in voluntary and mandatory events, and ensuring the expected out run has been received.Ensuring that any cash settlements that relate to corporate actions are investigated and processed in accordance with CASS deadlines.Liaising with other departments to resolve any issues in relation to corporate actions any system problems.Continually seeking to improve processes to make them more efficient.Awareness of CASS 6/7 and other regulations that impact the work of the Client Accounting teams.Good understanding of how the team's work impacts other areas within the business.

Witham, Essex

Reconciliation of fund data between different internal systems or external information, highlighted and investigated discrepancies when required. Considered the changes notified to Cofunds from fund managers or third party administrators, raised and resolved any relevant queries to ensure changes are fully understood and implemented correctly. This involved passing information to external partners, as well as other business areas. Responded promptly to basic telephone queries and emails into personal or team mailboxes, normally received from within the business but that may be essential for Cofunds to respond to a client or adviser. Discussed non-standard cases with other team members to help detail the appropriate response. Dealt with other areas of the business to manage and process mergers, this involved controlling deals in affected funds or arranging to have regular savings plans amended, for example. Effectively contributed to or personally completed tasks and updated event timelines to ensure jobs were completed in time. Produced accurate, clear and concise written communications for retail investors that relayed the key aspects of changes, and considered any new or non-standard events that required exceptional handling. Maintained control documents within deadlines, to allow reporting on volumes, quality/errors, risks and exceptional events, which formed part of team reporting or Management Information.

Processed and Quality checked various work types within the New Business team, namely: ISA applications, Regular Savings applications, and Cash Account deposits. Referred incomplete applications to IFAs and OPMs via telephone Rejected correspondence back to IFAs and OPMs with accompanying letter when issues could not be resolved. Maintained and Reconciled BRSU excel spreadsheet reports. Treating Customers Fairly Ensured that the FCA’s requirements for Treating Customers Fairly were adhered to in all work processes.

New Issues Team • Create and accept short and medium note securities, warrants and preference shares.• Provide logistical and administrative support within New Issues and assist other operations units.• Daily input of client instructions through in-house system CreationOnline• Monitoring of input and matching of live instructions through the RTS settlement system.• Following discrepancies with instructions would act as mediator between parties to encourage a timely regeneration of correct instructions. • Performed reconciliation's on an ad hoc basis to locate any unmatched/pending instructions.• Administrate or support settlement distribution account.• Documentation chasing and checking.• Deal with queries from individuals in the market regarding structures, new issues settlement and tax issues.• Mentoring and provide on-the-job training.• Act as a source of reference for internal and external new issues queries.• When requested participate in projects related to Issuance and Distribution Department.• Assist in the update of all New Issues procedures.• Italian Tax coordinator with responsibility for the creation/acceptance of the New Issuance and compilation of the Tax checklist.• Keeping the Italian Tax checklists in date order to ensure the controls are adhered to at the appropriate times.• Ensure all final documentation is received before issuing date.• Update Tax comments on system with regards to problem issues.

Essex Police Vetting is in charge of conducting criminal record bureau (CRB) checks for external companies when hiring staff.• Required to meet daily, weekly and monthly targets on checks, reports and analysis.• Consistently meeting and exceeding research and reporting targets.• Taking personal responsibility for actions and issues, while focusing on achieving results and continuously developing skills and knowledge.• Providing a high level of service to customers, maintaining frequent contact so all needs could be accustomed for and met.• Researched and gathered all relevant information to understand specific issues and events. While indentifying problems to help make sensible and accurate decisions.• Prioritised tasks while working within appropriate policy and procedures.

Bsc Computer Games Technology, Computer Games And Programming Skills

Bachelor Of Engineering (B.Eng.), Computer Engineering