Zachary Roberts
Dealing & Investments Administrator @Wealthtime
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WORK HISTORY
Dealing & Investments Administrator @Wealthtime
Bath, GB
EDUCATION
Bishop Grosseteste University
Bachelor's degree (Hons), History
ABOUT ZACHARY ROBERTS
I am an ambitious, outgoing and motivated individual currently working towards a career in Financial Services. I believe it is important to take pride in and make the most of the work that you do, facing the challenges of each role head on.Currently working in Investment Administration, I am at the front end of the back office Dealing team. My main responsibilities include undertaking daily controls to ensuring trading flow - liaising with fund managers and fund networks to prevent delays to the settlement process. I am also currently responsible for on-boarding new funds onto platform, conducting research to ensure they are reflected accurately to advisers and client\'s on the front end.
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