Depositary Manager and Property Rental Inventories
Talent
Leighton Buzzard, Central BedfordshireMember since 19 August 2024
·
Hire this person
Send a job offer directly to this candidate
About
Married
Love running
DIY
Travel
Experience
2023 – Sept 2024 Self Employed
Undertaking independent detailed rental property inventories for tenants, landlords and rental/estate agents agents using a third party system called Inventory Hive
Whilst generally working alone also met the tenants and landlords
Used to standing all day assessing the properties
Attention to detail to ensure both the tenant and landlord are protected by an accurate report on the condition and cleanliness of the property
2000 – Aug 2023 Chase Manhattan / JP Morgan
Depositary Services Manager (VP)
Providing excellent customer service to all clients, making use of good interpersonal skills to create an approachable, friendly and warm environment, reflecting the employer well
Working with internal and external stakeholders and clients, overseeing externally managed funds, assessing risk management and compliance in line with regulatory requirements, company policies and procedures
Primary responsibility for a portfolio of clients acting as a point of reference and facilitator in dealing with all clients’ enquiries and taking responsibility for any issues that arose, escalating where applicable
Actively participating in team meetings, contributing relevant information and using meetings to improve own practice
Working collaboratively with clients and specialist teams to support product and operational change projects often involving highly confidential and sensitive information
Responsible for the operation of a section of the Bank’s Unit Trust client base
Responsible for UK & Foreign Dividends, Trustee Operations, UK and Foreign Settlements and Compliance monitoring
Assisted Senior Management with external customer compliance visits
From 1996 – 1999 chief responsibility was to manage a customer facing team consisting of 8 personnel
Team had primary responsibility for trustee operations together with acting as a point of reference and facilitator in dealing with all clients’ enquiries
Prior to this undertook two retail roles in a newsagents and fashion store on a part time basis
Education
GCSE’s at A-C including English and Maths
Relevant Securities Institute exams to undertake Depositary Services role
Reviews
Similar people near Leighton buzzard, Central bedfordshire
