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- Tasks: Manage asset transfers and ensure smooth operations in a detail-driven environment.
- Company: Leading asset management company with a focus on teamwork and collaboration.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in asset management.
- Qualifications: Detail-oriented with strong organisational skills and a passion for finance.
- Other info: Fixed-term contract with potential for career advancement.
The predicted salary is between 28800 - 43200 £ per year.
My client, a leading asset management company in the city, are actively looking for a Transfers Officer to join their operations Department within a dedicated Transfers Team. Reporting to the Transfer Manager, you will be responsible for managing all activities relating to asset transfers, including transfers in and out, internal movements, and APS transfers. This role is ideal for someone who thrives in a detail-driven operational environment and enjoys working closely with internal teams and external counterparties.
Responsibilities:
- Process asset transfers in and out across multiple products, platforms, and account types
- Manage internal transfers arising from changes in client status (e.g., tax documentation, trust distributions, bereavement, spouse-to-spouse transfers)
- Monitor transfer progress, resolve issues, and elevate where necessary
- Facilitate depot movements and ensure accurate record-keeping
- Set up nominee accounts and provide KYC documentation when required
- Handle report uploads and downloads (e.g., IFDS)
- Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data
- Ensure adherence to regulatory requirements
Transfer Officer ( Fixed term contract ) in Crawley employer: Sanderson Recruitment
Contact Detail:
Sanderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Officer ( Fixed term contract ) in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management industry and let them know you're on the hunt for a Transfers Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of asset transfers and regulatory requirements. We recommend practising common interview questions with a friend or using mock interview tools to boost your confidence.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've successfully managed complex tasks or resolved issues in previous roles. This will demonstrate that you're the perfect fit for a detail-driven operational environment.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the Transfers Officer position. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Transfer Officer ( Fixed term contract ) in Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transfers Officer role. Highlight your experience in asset transfers and any relevant operational skills. We want to see how your background fits with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Attention to Detail: Since this role is all about managing detailed processes, make sure your application reflects your attention to detail. Double-check for typos and ensure everything is clear and well-organised. We appreciate precision!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best experience possible. We can't wait to hear from you!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Stuff
Make sure you understand the ins and outs of asset transfers, especially the processes involved in managing them. Brush up on key terms like KYC documentation and internal movements, as these will likely come up during your chat.
✨Show Your Detail-Driven Side
Since this role thrives in a detail-driven environment, be prepared to share examples from your past experiences where your attention to detail made a difference. Think about specific situations where you resolved issues or improved processes.
✨Be Ready to Collaborate
This position involves working closely with various teams and external parties. Prepare to discuss how you've successfully collaborated in the past, and maybe even think of a scenario where teamwork led to a successful outcome.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory landscape surrounding asset management and transfers. Being able to speak knowledgeably about compliance will show that you’re serious about the role and understand its importance.
