Dealing Manager - Transfer Agency

Job Type:
Job Sector:
Investment Funds - Transfer Agency, Senior Roles, Team Leaders & Managers, Unit Trust & OEIC Administration
Salary Description:
Job Ref:

Our client is a global financial services operation with offices in London.  Their Transfer Agency division has an opportunity for a Dealing Manager to lead a busy operation.  With a background in dealing for funds such as OEICs & ISAs, you will bring knowledge and expertise as well as leadership to the team.

Key responsibilities:
  • Managing the Transfer Agency Dealing process in a client facing environment
  • Providing leadership and support to the team
  • Ensuring timely and accurate processing of deals, transfers and conversions
  • Develop and maintain relationships with external clients and internal operational departments
  • Managing change, including regulatory developments for the business
  • Work closely with relationship management and business development teams to agree business direction
The successful candidate will have a Transfer Agency background and be proven in leading teams within a client facing environment.  Strong knowledge of the TA Dealing process is required, including the relevant industry regulations such as COBS, COLL & CASS.  A confident communicator is required, with the ability to manage upwards and downwards.  Would suit a candidate from a Transfer Agency investment fund dealing environment with experience to Manager level. 
Contact Details:
Tel: 01277 263578
Contact: Steve Johnson

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