Description:
Step into a heritage of innovation! With over a century of evolution, my client is a pioneer in global finance. Explore the dynamic world of finance with their expertise in groundbreaking asset servicing solutions and top-tier management.
Under the guidance of the Team Leader, will play a pivotal role as a valued member of a specialized team, dedicated to providing exceptional client service at the highest level.
Transfer Agent Requirements:
- Transfer Agency/Financial Services experience preferred.
- Previous client interaction is advantageous.
- Flexible work approach.
- Manage multiple priorities in a fast-paced environment.
- Strong accuracy and attention to detail.
- Excellent verbal and written communication.
- Effective verbal reasoning and numeric abilities.
- Exceptional planning and organizational skills.
- Robust analytical and problem-solving capabilities.
- Proficient in reviewing and resolving complex queries.
- Desirable knowledge of Fund Administration and regulatory environment.
- Good understanding of effective risk management
Your Responsibilities:
- Daily oversight of processing quality and timeliness.
- Escalation points for unresolved issues in the TA Dealing team.
- Collaborating with dealing team members to meet reporting deadlines and SLAs.
- Handling day-to-day client reporting, including prediction reports, cash reports, and register reports.
- Managing and analysing workflow queues.
- Taking ownership of TA Dealing team activity for assigned clients.
- Ensuring timely delivery of all agreed-upon deliverables.
- Keeping procedures and checklists up to date.
- Conducting data protection checks and ensuring external communication aligns with TA policies.
- Maintaining close working relationships with other TA functional areas.
- Collaborating with the team, internal departments, and group projects on allocated projects.
- Timely response to client and investor queries.