Online Trading Support

Position Overview

This role involves providing essential coordination and assistance for equity sales administrative duties within the banking group. The candidate will facilitate processes linked to account setup, transaction handling, and client communications under the guidance of sales supervisors.

Core Responsibilities

• Manage and assist with administrative tasks relating to equity sales, including account opening procedures, trade confirmations, and preparation of necessary supporting documents.
• Help equity sales teams by clearly communicating transaction requirements and procedures to clients, specifically prior to account activation, ensuring compliance and understanding.
• Support oversight of client trading activities and ensure the effective settlement of payments connected with these transactions.
• Verify customer transaction confirmations for accuracy and confirm these documents are delivered appropriately to clients.

Additional Information

This position demands strict coordination and customer interaction, ensuring accuracy and timeliness in all documentation and communications pertaining to equity sales transactions.