| Job Summary | Context Customers (Major forces, changes & larger goals affecting my work) – New products in equities and bonds – Changes to process and procedures – Changes to Rules and Directives Allocation of payments – All equities and bond trade committed and settled – Exceptions monitored and escalated – Quality processes – Customer relationships – Work evaluations |
| Responsibilities / Outputs | Allocation of payments – All equities and bond trade committed and settled – Exceptions monitored and escalated – Quality processes – Customer relationships – Work evaluations – Budgets – Maintain professional office environment – Queries responded – Faxes monitored |
| Skills | Analytical thinker – Judgement – Lateral thinker – Logical reasoning – Numerical fluency – Written and speech capabilities – Initiative – Integrity – Change process understanding |
| Personality Traits |
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