Reshma Tailor Email & Phone Number

London, Gb

London, Gb

London, United Kingdom

London, United Kingdom

This role consisted of the following duties• Responsible for establishing a variety of new accounts including Trusts, ISA’S, SIPP’S, 401K’s and IRA’S • Preparation of client paperwork, ensuring all supporting documentation is compliant and liaising with providers, Platforms and Custodians to ensure fluid account opening.• Dealing with client queries including day to day account administration e.g. processing asset transfer and change of address requests; online access… Show more This role consisted of the following duties• Responsible for establishing a variety of new accounts including Trusts, ISA’S, SIPP’S, 401K’s and IRA’S • Preparation of client paperwork, ensuring all supporting documentation is compliant and liaising with providers, Platforms and Custodians to ensure fluid account opening.• Dealing with client queries including day to day account administration e.g. processing asset transfer and change of address requests; online access issues or questions• Facilitating SIPP distributions to UK nationals and EX Pats and moving to Flexi drawdown • Preparing new and maintaining existing client files in both electronic database and paper format• Reconciling all money movements and reporting weekly funds including monitoring SIPP & ISA contributions in line with Government allowances• Responsible for Client and company wire transfers and cheque deposits • Provide all data required for UK and US tax returns• Other duties include training team members and new starters, managing projects, conveying any account changes and upcoming events to Clients Show less

London, United Kingdom

This role involved a range of activity surronding the administration of client portfolios;•Liaising directly with external clients and internal departments to improve systems and procedures.•Providing internal training to staff in London and Jersey.•Providing administrative support to IFAs and SIPP providers.•Processing applications for a variety of investment vehicles including Trusts, ISAs, SIPPs, Offshore bonds, General Investments and Cash Deposits.•Dealing with… Show more This role involved a range of activity surronding the administration of client portfolios;•Liaising directly with external clients and internal departments to improve systems and procedures.•Providing internal training to staff in London and Jersey.•Providing administrative support to IFAs and SIPP providers.•Processing applications for a variety of investment vehicles including Trusts, ISAs, SIPPs, Offshore bonds, General Investments and Cash Deposits.•Dealing with queries raised by IFAs and DFMs.•Processing partial and full withdrawals in line with company policies and SLAs. •Applying cash to investor portfolios.•Administering the ISA transfers process.•Resolving complex queries.•Generating monthly valuation reports for key clients.•Responsible for the banking of cheques.•Responsible for carrying out AML & EDD checks. Show less

London, Greater London, United Kingdom

During my time at Preamium I successfully completed a 3 month secondment with the operations department. During my time in this role my duties included;•Contributing to ongoing stock reconciliation projects.•Processing dividends and rebates on a daily basis. •Liaising directly with fund houses for tax vouchers, distribution/income queries and transaction histories.•Carrying out the reconciliation of cash positions on a daily basis.•Responsible for the processing and… Show more During my time at Preamium I successfully completed a 3 month secondment with the operations department. During my time in this role my duties included;•Contributing to ongoing stock reconciliation projects.•Processing dividends and rebates on a daily basis. •Liaising directly with fund houses for tax vouchers, distribution/income queries and transaction histories.•Carrying out the reconciliation of cash positions on a daily basis.•Responsible for the processing and payment of initial fees to IFAs on a weekly basis.•Producing daily valuation reports for the Trustees (HSBC).•Processing and paying regular monthly and quarterly withdrawals to underlying investors.•Processing and paying natural income to underlying investors. Show less

Bachelor Of Arts (B.A.), Sociology

I graduated from Leicester University with a 2.1 in BA Sociology

A Level'S, Geography, History, Sociology, A-C

General Certificate In Secondary Education

11 G.C.S.E.'s, all with A-C grade