Ensuring accurate input of client/security holder data into SREG in relation to:
Listed – Static changes as per AML, FATCA requirements (EFT, DRP, TFN, mailing lists, communication preferences, E-comms)
Unlisted – Static Changes as per AML, FATCA, M-fund requirements, (EFT, DRP, TFN, mailing lists, communication preferences, E-comms)
Proxy processing and bulk proxy scanning as required by issuer
Corporate Actions (SPP’s IPO’s, Rights Issue’s)
Off market Transfers as per Unlisted and Listed AML requirements
Deceased Estates (Transmissions, ETT, EST, SRV, Probate and other supporting documentation)
All Platinum services are to delivered d to a high standard within the agreed timeframe
All staff familiar with JIRA processes and procedures (updating and assigning tickets)
All incidents and complaints with impact to clients, investors and/or BoardRoom to be promptly logged into CAMMS portal. Incidents and Complaints to be logged within 24 hours of detection.
Requirements
Experience in a similar role is desired.
Strong understanding of internal business functions.
Excellent verbal and written communication skills.
Organisational skills.
Attention to detail.
Problem solving skills.
Accountability and ability to prioritise work.
Ability to work under pressure and meet deadlines.
Positive and energetic manner.
Willing to work under Australia working hours and follow Australia public holidays.
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