Transfer Agency Investor Services Officer

Job description

Tasks

• Responsible for final approval of internal (e.g. NAV), client and investor reports to ensure all fund activity is recorded accurately and in accordance with agreed policies and procedures
• Overseeing the Transfer Agency team, managing key priorities, planning team work, managing team resources, including recruitment of new staff
• Building and maintaining customer relationships through regular meetings, forums, ensuring effective communication and customer satisfaction
• Act as contact person for customer escalations
• Develop and implement key improvements to processes, procedures and new policy changes within the department
• Collaborate with internal developers on system improvements to improve efficiency and productivity within the team

Requirements

Required skills

• Promote a risk-aware culture within the team to drive the zero-defect policy
• Proactively identify gaps in key internal controls and work with the wider TA manager/director panel to close gaps
• Responsibility for the effective management of the team and all associated HR policies, performance and career development
• Participate in department-wide training efforts - design and deliver training courses and promote on-the-job training

Education and preferred qualifications

• Degree in finance and/or a related field (minimum 2.2) or relevant professional experience
• 4-6 years of experience in fund administration (preferably hedge transfer agency) with at least 2 years of experience in personnel management
• Familiarity with Microsoft Office applications, especially Excel
• Experience of working to tight deadlines, with the ability to multi-task and work calmly under pressure
• Experience in customer relationship management is essential for this role
• Good working knowledge of AML and regulations affecting the industry

We offer

Benefits

• Medical care and insurance
• Vacation and leisure
• Well-being programs
• Support for families
• Financial stability
• Other benefits, such as group savings, discounts at sports and cinema facilities and our new employee referral bonus program