Spezialist Wertpapierabwicklung / Wertpapierservice (w/m/d)
Core
Specialist in securities settlement and service, handling order flow, capital measures, and regulatory reporting for a Family Office Bank.
Role type
Specialist securities settlement and service
Builds
Securities settlement processes and client account management
Domain
Banking / Securities / Wealth Management
Required skills
Securities settlement operations, Capital measures, Shareholder meetings, Custody transfers, Regulatory reporting, US tax data (FATCA/CRS), Source tax refunds, MS Office, Bank applications
Preferred skills
WP2, agree21, DZ Bank/dwpbank collaboration, Capital market knowledge, Real estate participation, Family office experience
Responsibilities
Develop and optimize securities service processes, Monitor and process securities order flow, Handle capital measures and shareholder meetings, Manage client and account master data, Process US tax and regulatory filings, Act as internal expert for securities taxes