Transfer Agency Specialist

Job Type:
Temporary & Contract
Job Sector:
Investment Funds - Transfer Agency, Unit Trust & OEIC Administration, CASS & Client Money
£35,000 to £45,000 per annum
Job Ref:

Our client is a major investment fund services operation with offices in the City of London.  They have an exciting new opportunity for a Transfer Agency Specialist to join a growing team.  With proven experience in a similar Transfer Agency environment, you will handle a range of TA processes including client on-boarding, dealing, settlements, transfers, box management and distributions.

Working to tight deadlines, you will be effective in carrying out tasks in accordance with agreed processes as well as the requirements of the AML rules and the COLL & CASS regulations. Within this growing environment, there will also be the opportunity to have involvement in future client on-boarding projects.

As well as having the necessary Transfer Agency experience, you will have made a start in the IOC qualification.  This is an excellent opportunity for a proactive individual who can go the extra mile in challenging existing processes and recommending improvements.

This role is offered on an initial 6 month contract basis.

Contact Details:
Tel: 01277 263578
Contact: Steve Johnson

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