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Transfers Officer

Nelson Scott
Job LocationLondon
EducationNot Mentioned
Salary£25,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

OVERALL SUMMARYThis is a role within the Transfers Team which forms part of the bigger Operations Department. As the Transfers Officer you will be reporting directly into the Transfer Manager and will be responsible for all activities relating to asset transfers in andout of custody, internal transfers, and APS transfers.RESPONSIBILITIES

  • Processing transfers in to for all account types, across multiple products and platforms
  • Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
  • Monitor transfer progress and escalate issues when required
  • client contributions to their accounts
  • Facilitate Depot movements
  • Setting up Nominee accounts and providing KYC document when required
  • Report uploads/downloads (e.g. IFDS)
  • The role will require regular interaction with Fund Managers, market counterparties and other Operations teams that are involved in maintaining client account data and records
WE WOULD LOVE TO HEAR FROM YOU / APPLY IF:
  • Previous experience of operational processes in wealth manager or private client asset management
  • Able to challenge current processes within the operations area and provide solutions and efficiencies
  • Understanding of re-registration of collective investments
  • Good all round securities knowledge
  • Experience with the Crest Gui
  • Experience with Altus would be advantageous

APPLY NOW

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