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For Companies At a Glance
- Tasks: Process investor transactions and maintain accurate shareholder registers.
- Company: Growing Transfer Agency in London, part of a global corporate services group.
- Benefits: Competitive salary and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in the funds industry.
- Qualifications: Experience in Transfer Agency and strong MS Excel skills required.
- Other info: Excellent career development opportunities in a supportive environment.
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 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
✨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 us feel more confident when it’s time to shine.
✨Tip Number 3
Show off your Excel skills! Since strong MS Excel skills are a must-have, consider creating a portfolio of projects or examples that highlight your expertise. This can really set you apart during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Transfer Agency Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the funds industry and showcases your Transfer Agency background. We want to see how your skills align 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 relevant experience and why you’re a great fit for the role without rambling 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 during the process.
How to prepare for a job interview at AC Financial Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of the funds industry and Transfer Agency processes. Familiarise yourself with investor transactions, AML, KYC, and CDD procedures. This will not only show your expertise but also demonstrate your commitment to the role.
✨Excel at Excel
Since strong MS Excel skills are a must, practice using advanced functions and data analysis techniques. Be ready to discuss how you've used Excel in previous roles, perhaps to streamline processes or manage data effectively.
✨Communicate Clearly
Effective communication is key in this role. Prepare examples of how you've successfully interacted with clients and colleagues in the past. Think about times when you resolved issues or improved client relationships through clear communication.
✨Show Initiative
Be prepared to discuss any process improvements or risk reduction initiatives you've implemented in previous positions. Companies love candidates who can think critically and proactively contribute to their operations.
