JOB TITLE: CLIENT SERVICES ASSISTANT, CLIENT SERVICES- GUARDIAN ASSET MANAGEMENT

REPORTS TO: TEAM LEADER - CLIENT SERVICES, GUARDIAN ASSET MANAGEMENT

LOCATION: WESTMOORINGS

JOB OBJECTIVE:

Provide prompt, reliable courteous and professional service to all internal and external customers including Mutual Fund clients, Private Wealth clients, Agents, and general public at all times. To perform administrative duties and functions of the Front Office as directed by the Manager and Team Leader- Client Services

MAJOR RESPONSIBILITIES:

• To provide comprehensive Front Office support for all of the company’s mutual funds and third party funds.
• To provide support to all Wealth Managers, Investment Advisors, Agents and Internal Staff.
• To reconcile all subscription, redemption and related bank accounts.
• To become proficient in the company’s investment management software.
• To assist with the preparation of all reports to internal and external regulators and auditors.

EDUCATION:

• Five (5) O’ Levels, including English and Mathematics, Accounts would be an asset.
• Two (2) A’ Levels.
• Undergraduate Degree in Finance/ Accounting/Investments would be an asset.
• A certificate in Customer Service.

KNOWLEDGE AND EXPERIENCE:

• At least One year experience in a financial services/ investments environment.
• Knowledge of financial products would be an asset.
• Working knowledge of MS Office.

KEY COMPETENCIES:

• Integrity
• Growth
• Quality
• Serving People
• Problem solving/ Analytical skills
• Interpersonal/ Communication skills
• Continuous Improvement
• Team orientation
• Initiative
• Job Knowledge/Skills

PERSONALITY:

The successful candidate must be systematic, methodical, well organized and must demonstrate the ability to follow instructions accurately as well as use initiative where necessary. The individual must be willing to work flexible hours when deadlines need to be met.

CONTACT : Rishi.Gopaul@ghl.co.tt or careers@ghl.co.tt