Exciting opportunity for an experienced Transfer Agent to join a leading Financial Services Provider as a Supervisor.
The Role:
-Ensure reporting is distributed from the Team within the required deadlines.
-Accurate review and supervision of Administrators to ensure the timely processing of all activities within your team. Review and sign all checklists to ensure that all tasks have been completed.
-Ensure the accurate review of all emails sent to external parties.
-Ensure your team is adequately staffed on a day to day basis.
-Ensure you and your team identify all deals received from all sources (e.g. fax, platforms, etc) up to the relevant client dealing deadlines for your clients.
-Ensure all deals are processed accurately by you and your team and that you actively coach/develop your team to improve accuracy and avoid manual processing errors.
-Ensure all queries received by the team, either through e-mail (including group mailboxes), fax or post are responded to as per timescales agreed in client SLA’s.
-Timely and accurate review and authorisation of all new shareholders.
The Person:
-At least 2 years experience in the Fund Administration Industry.
-Knowledge of the workings of different product types, e.g. Money Markets, Variable NAV, ETFs.
-Ability to lead a team and develop/mentor staff.![]()
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