2 - 5 years
3 - 7 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
Greetings from Teamware Solutions!
• Process manual bookings for Stocks, Bonds, IPOs, and Ad-hoc margin lending.
• Monitor and resolve trade exceptions, suspense accounts, and error reports.
• Execute daily run sheets, morning reports, and end-of-day reconciliations.
• Liaise with Offshore Financial Advisers, Operations, and Risk teams if required.
• Maintain system accuracy across Internal systems and Exchange related vendor systems (IRESS/OMGEO/CTM).
• Corporate Action Reporting.
• Monthly Process for Financial Advisor Fees into system.
• Ensure compliance with internal controls and escalation protocols.
Key Competencies / Skills
• High accuracy in data entry and validation
• Strong analytical skills and resolve booking errors.
• Experience in wealth management operations or Corporate action, trade support is plus
• Strong attention to detail and ability to follow complex procedures
• Ability to work under pressure and meet deadlines
• Prioritization of tasks during high-volume periods (e.g., month-end, trade cut-offs)
• Understanding of compliance and regulatory requirements
Personal Attributes/Interpersonal skills
• Ability to work in a fast-paced environment and 2-3 years of prior work experience in a relevant field.
A thorough eye for detail and ability to follow through with tasks.
• Ability to develop a strong working relationship with members of operations and other business units to
achieve the best outcomes.
• The candidate will also require strong motivation, be a team player, and approach problems with a positive
manner and a desire to find solutions.
• The candidate will require good organisational skills to provide timely query solutions.
• Behave in a manner that upholds Morgan Stanley's values and ethos.
Ensure compliance with all Morgan Stanley policies and procedures.
Qualifications
• Bachelors degree in Finance, Business, or related field.
• 2–4 years of relevant experience in financial operations or trade processing.
Teamware Solutions
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