1 to 1 of 1 Apprenticeship Wealth Management Jobs in England

You will complete complete an Investment Operations Technician Level 3 Apprenticeship working in the SEI Wealth Platform (SWP) Business - an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support. Role Key … Rotations to include more specific tasks within the following teams; › Trade Execution & Settlements › Process trade files › Monitor timely settlement › Review exceptions › Reconciliation investigation › Cash Management & Reconciliation › Monitor cash movements › Review exceptions › Reconciliation investigation › Client Reporting & Performance Management › Validate data output meets client requirements within SLA deadlines › ADS Data … Management › Support asset management set up Training What you will do: You will complete an Investment Operations Technician Level 3 Apprenticeship. Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC more »