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For Companies At a Glance
- Tasks: Process investor transactions and maintain accurate shareholder registers in a dynamic environment.
- Company: Join a growing Transfer Agency operation in London, part of a global corporate services group.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a real impact in the funds industry while enhancing your skills and knowledge.
- Qualifications: Strong background in Transfer Agency and investment funds, with excellent MS Excel skills.
- Other info: Collaborative team culture focused on process improvements and risk reduction.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a growing Transfer Agency operation based in London and part of a global corporate services group. They have an excellent opportunity for a Transfer Agency specialist with a background in the funds industry.
Key responsibilities:
- Processing investor transactions, including subscriptions, redemptions and transfers
- Maintaining accurate shareholder registers
- Take-on of new funds and changes to fund structures
- Ensuring that investor accounts are onboarded within AML, KYC & CDD procedures
- Drive process improvements and risk reduction initiatives
The successful candidate will have a strong Transfer Agency background gained within the investment funds sector. Knowledge of relevant industry regulations is essential, as is the ability to communicate effectively with clients and colleagues. Strong MS Excel skills a necessity.
Transfer Agency Administrator in London employer: AC Financial Recruitment Ltd
Contact Detail:
AC Financial Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Agency Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the funds industry and let them know you're on the lookout for Transfer Agency roles. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Brush up on your interview skills! Prepare for common questions related to investor transactions and AML/KYC procedures. Practising with a friend or using mock interviews can help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Show off your Excel skills! Since strong MS Excel skills are a must, consider creating a portfolio of your work or examples of how you've used Excel in previous roles. This will give you an edge during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that match your skills in Transfer Agency. Plus, applying directly can sometimes get you noticed faster than through other channels.
We think you need these skills to ace Transfer Agency Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Transfer Agency experience and any relevant skills in the funds industry. We want to see how your background aligns with the key responsibilities mentioned in the job description.
Showcase Your Skills: Don’t forget to emphasise your MS Excel skills! If you’ve used it for processing transactions or maintaining registers, let us know. We love seeing candidates who can demonstrate their technical abilities.
Be Clear and Concise: When writing your cover letter, keep it straightforward. We appreciate clarity, so make sure you communicate your experience and why you’re a great fit for the role without waffling on.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AC Financial Recruitment Ltd
✨Know Your Transfer Agency Stuff
Make sure you brush up on your knowledge of the transfer agency process and the funds industry. Be ready to discuss specific transactions like subscriptions and redemptions, as well as how you’ve maintained shareholder registers in the past. This shows you’re not just familiar with the role but have real experience to back it up.
✨Master the Regulations
Since knowledge of industry regulations is crucial, take some time to review AML, KYC, and CDD procedures. Be prepared to explain how you've applied these in your previous roles. This will demonstrate your understanding of compliance and risk management, which is key for the position.
✨Excel at Excel
Given that strong MS Excel skills are a must, make sure you can confidently discuss your proficiency. Think about examples where you’ve used Excel for data analysis or reporting in your previous jobs. If you can, bring along a portfolio showcasing your work with spreadsheets to impress them!
✨Communicate Like a Pro
Effective communication is essential in this role, so practice articulating your thoughts clearly. Prepare for questions about how you’ve interacted with clients and colleagues in the past. Use specific examples to highlight your ability to build relationships and resolve issues, which will show you’re a team player.
