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Company Description

A company that specializes in tailored insurance solutions to customers with complex investment needs, is seeking a Dealer to join their Asset Department. They are committed to building strong customer relationships and providing world-class service throughout the lifetime of our relationships.

Job Description

As a Dealer, you will be responsible for the timely and accurate execution of client instructions, share transfers, corporate actions, asset analysis and monitoring, and key relationship management.

Key Responsibilities:

  • Accurately execute daily trades including the interpretation of client instructions, preparation of deals, and system input of trades
  • Issue share transfer premiums, instruct settlement of assets, and price assets
  • Reflect corporate actions on client policies (e.g. stock splits, bonus issues, liquidations, cash dividends)
  • Prepare reports for the team on outstanding trades, new business premiums, and dealing authorizations
  • Investigate and reconcile cash and unit differences
  • Liaise with brokers and counterparties in relation to dealing queries
  • Maintain flexibility within the department and assist the team as workload demands
  • Monitor and report on trading activities across various markets


  • Previous experience with investments is essential such as fund administration, middle trader, etc.
  • Bachelor’s in business or finance
  • Strong working knowledge of MS Excel
  • Attention to detail
  • Ability to multitask in a fast-paced environment
  • Strong interpersonal & communication skills

This role reports to the Dealing Team Lead and is an exciting opportunity to join a dynamic team in a growing company.

Some benefits:

  • Pension
  • Health insurance
  • Wellness program
  • Profit Share