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- Tasks: Manage investor transactions and maintain shareholder registers in a dynamic environment.
- Company: Join a growing Transfer Agency in London, part of a global corporate services group.
- Benefits: Enjoy opportunities for process improvements and risk reduction initiatives.
- Why this job: Be part of a reputable team making an impact in the investment funds sector.
- Qualifications: Strong background in Transfer Agency and knowledge of industry regulations required.
- Other info: Proficiency in MS Excel is essential for success in this role.
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 transfersMaintaining accurate shareholder registersTake-on of new funds and changes to fund structuresEnsuring that investor accounts are onboarded within AML, KYC & CDD proceduresDrive process improvements and risk reduction initiativesThe 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.AMRT1_UKTJ…
Transfer Agency Administrator - Investment Funds employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Agency Administrator - Investment Funds
✨Tip Number 1
Familiarise yourself with the latest regulations in the investment funds sector. Understanding AML, KYC, and CDD procedures will not only boost your confidence but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the Transfer Agency field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Brush up on your MS Excel skills, as they are crucial for this role. Consider taking an online course or practicing advanced functions to ensure you're well-prepared to handle data management tasks effectively.
✨Tip Number 4
Prepare for behavioural interview questions by reflecting on your past experiences in Transfer Agency roles. Think of specific examples that showcase your problem-solving abilities and how you've contributed to process improvements in previous positions.
We think you need these skills to ace Transfer Agency Administrator - Investment Funds
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Transfer Agency Administrator. Highlight your experience in processing investor transactions and maintaining shareholder registers in your application.
Showcase Relevant Experience: Emphasise your background in the funds industry, particularly any roles that involved AML, KYC, and CDD procedures. Use specific examples to demonstrate your expertise and how it aligns with the job requirements.
Highlight Technical Skills: Make sure to mention your strong MS Excel skills. Provide examples of how you've used Excel in previous roles to manage data or improve processes, as this is a key requirement for the position.
Tailor Your Application: Customise your CV and cover letter to reflect the specific needs of the Transfer Agency role. Use keywords from the job description to ensure your application stands out and shows you understand what the company is looking for.
How to prepare for a job interview at Click To Hired
✨Know Your Transfer Agency Basics
Make sure you brush up on the fundamentals of transfer agency operations, especially in the context of investment funds. Be prepared to discuss your experience with processing investor transactions and maintaining shareholder registers.
✨Familiarise Yourself with Regulations
Since knowledge of industry regulations is crucial for this role, take some time to review AML, KYC, and CDD procedures. Being able to articulate how you've adhered to these regulations in past roles will impress your interviewers.
✨Showcase Your Excel Skills
Strong MS Excel skills are a must for this position. Be ready to discuss specific functions or tools you’ve used in Excel that relate to data management and analysis in your previous roles.
✨Prepare for Client Interaction Scenarios
Effective communication is key in this role. Think of examples where you've successfully communicated with clients or colleagues, particularly in challenging situations. This will demonstrate your interpersonal skills and ability to handle client relationships.
