Operations Officer – Transfers in Blackpool

Operations Officer – Transfers in Blackpool

Blackpool Full-Time No working from home possible
Cameron Kennedy

Operations Officer – Transfers

Location: Blackpool


We are seeking a detail-oriented and proactive Operations Officer to join our Settlements and Transfers team. This role plays a key part in ensuring the timely and accurate delivery and receipt of securities across a range of counterparties, supporting both UK and international jurisdictions including Guernsey, Jersey, and the Isle of Man

.As part of a collaborative and fast-paced environment, you will be responsible for managing stock transfers, monitoring settlements, and liaising with internal teams and external partners to resolve queries and ensure smooth operational processes

.Key Responsibilitie

  • sProcess stock transfers, including physical share registrations in and out of client and nominee name
  • sMonitor shared inboxes and manage transfer-related communication
  • sRun and manage order books, tasks, and reports using Avalo
  • qReview and investigate daily stock reconciliations across custodian
  • sProactively chase outstanding transfers and resolve delay
  • sComplete fund applications, registration, and stock transfer form
  • sLiaise with departments such as Client Services, Compliance, and CD
  • DSupport system testing for upgrades and fixe
  • sEnsure adherence to procedures and regulatory requirement

sAbout Yo

  • uStrong attention to detail with a methodical approac
  • hExcellent communication and relationship-building skill
  • sAbility to manage workloads and follow processes effectivel
  • yKeen to learn new systems, particularly Avalo
  • qProactive mindset with a focus on continuous improvemen

tDesirable Experienc

  • eUnderstanding of securities settlements and custodian
  • sAwareness of UK and Crown Dependencies regulatory framework
s
Cameron Kennedy

Contact Details:

Cameron Kennedy Recruitment Team