Reshma Tailor Email & Phone Number

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
• 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

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;

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;

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