Transfer Agency Administrator

Job Type:
Temporary & Contract
Job Sector:
Investment Funds - Transfer Agency, Unit Trust & OEIC Administration
Salary Description:
Job Ref:

Our client is a City based fund management company with a solid history of performance and governance.  They have an opportunity for a candidate who has made a start in Transfer Agency to join their administration team.  Having already gained a background in fund Dealing or similar retail investment administration, you will be effective in processing client instructions and maintaining investor records.

Main responsibilities:
 - Receive and process client instructions
 - Maintain and update client authorities and other information
 - Provide a high level of customer service to clients
 - Identify potential areas of risk and refer to management accordingly
 - Identify personal development needs and build technical expertise
 - Maintain knowledge of AML rules and other relevant regulations

The successful candidate will already have a working knowledge of the AML rules and will be familiar with industry recognised processes.  A flexible team player is required, with the ability to take on additional responsibilities where required.

This opportunity is available on a 1 year contract.

Contact Details:
Tel: 01277 263578
Contact: Steve Johnson

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