Transfer Agency Manager

Ceek recruitment solutions
  • Posted Date: 07/04/2021
  • Closing Date: 22/04/2021
  • Views 6
Job Overview

Are you looking for your next management role? Do you have experience in the transfer agency environment? We are seeking a Transfer Agency Manager on behalf of a global company to manage the performance and development of their transfer agency team while providing excellent customer service and adhering to full compliance with regulatory and fund requirements. If you think you’ve got what it takes, we want to hear from you!

 What’s expected of you?

Manage all aspects of operations, including subscriptions, redemptions, transfers, and switches

Ensure that the Transfer Agency procedures and policies are kept in line with regulations, both locally and globally

Regularly review procedures across Fund Services

Ensure group policies are adhered to

Identify and implement process improvements across the department

Manage oversight outsourcing for funds contracted from other jurisdictions

Monitor and develop KRI metrics for the department

Monitor operational risk across the business

Optimise the existing operational risk framework

Provide periodic feedback and reports to senior management

Keep up-to-date with all regulatory and internal risk updates that impact the business

Ensure that operations teams have the necessary knowledge to deal with the relevant updates

Deliver all regulatory reporting (onshore and offshore) within the required timeframes

Review and discuss fund governing documents with staff and clients

Respond to investors and audit related enquiries

Manage local and international client relationships

Contribute to building teams and training

What are you expected to bring?

Have at least 2 years’ experience in a supervisory/management role

A minimum of 5 years’ work experience in a Transfer Agency environment with exposure to multiple fund structures

Capable of working under pressure and meeting strict deadlines

A strong command of spoken and written communication skills

Excellent customer service skills

Proficiency in Excel, Word, and Access

Experience with PFS – Paxus will be considered an asset


What’s in it for you?

Training and development opportunities with an expanding global business

Exposure to all aspects of the business

Become part of a highly-motivated team

Job Detail
    Category: Accountancy
  • Offered SalaryNegotiable
  • Experience*N/A
  • Qualification*N/A
  • Job Reference*123
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