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We are seeking an Operations Specialist within Transfer Agency to manage and monitor daily transfer agency activities. The ideal candidate will be experienced in a BAU transfer agency role.
Client Details
A boutique Investment Management business with a Global presence.
Description
- Manage and monitor daily transfer agency operations.
- Ensure compliance with regulatory and company policies.
- Work collaboratively with other departments to streamline processes.
- Oversee the creation and maintenance of client records.
Transaction Processing
- Processing subscription, redemption, switch and transfer instructions for our investment funds.
- Liaising with our Transfer Agent on any issues related to client transactions
Data Management
- Ensuring our client/account records are updated with any changes in a timely and accurate manner
System and Process Improvement
- Where required, assist with any procedural improvements related to investor accounts or transaction processing
Profile
A successful 'Operations Specialist - Transfer Agency' should have:
- A degree in finance, business administration, or a related field.
- Experience within a transfer agency role within Financial Services.
- Excellent customer service and communication skills.
- Strong analytical abilities and attention to detail.
- Ability to work effectively in a team and independently.
- Proficiency in Microsoft Office and familiarity with banking software.
Job Offer
- An estimated daily salary range of GBP £40-50k.
- Opportunity to work in a fast-paced, dynamic financial services environment.
- Generous holiday leave to ensure work-life balance.
- A supportive company culture that values professional growth and development.
We encourage all candidates who believe they can make a positive contribution to this leading financial services firm in London to apply.
