Income Specialist - 100% (f/m/d)
Core
Ensuring timely processing of interest and dividend events, supervising tax refunds, reconciling securities/cash differences, and managing securities lending/borrowing positions.
Role type
operational income specialist (wealth management)
Builds
operational processes for interest/dividends, tax refunds, and securities lending
Domain
wealth management / banking
Required skills
processing interest and dividend events, supervising tax refund processes, reconciling securities and cash differences, managing securities lending and borrowing positions, processing payments, managing service mailboxes and hotlines
Preferred skills
knowledge of securities, experience with administrative transactions
Technologies
none stated
Responsibilities
ensuring timely and correct processing of interest and dividend events, supervising tax refund processes in various markets, reconciliation and correction of security and cash differences, identification and processing of securities lending and borrowing positions, processing of internal and external payments, timely and competent management of the service mailbox and hotline
Seniority
entry to mid-level operational role