transfer agency analyst in edinburgh

posted
13 August 2018
contact
randstad financial & professional, randstad financial services
job type
contract
salary
Negotiable
apply now

posted
location
edinburgh, scotland
specialism
financial services
sub specialism
Investment Management
job type
contract
working hours
Full-Time
salary
Negotiable
reference number
MJ63714
contact
randstad financial & professional, randstad financial services
phone
02077868075
apply now

job description

An immediate opportunity has arisen for a candidate with experience in Operational Financial Services to join a large custodian bank.


The Transfer Agent will need to:

-Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to more complicated client inquiries on a daily basis.
-Processes moderately complex updates to shareholder accounts.
-Under general supervision, assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures.
-Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance.
-Responses are fast, efficient and accurate.
-Investigates errors in shareholder accounts and statements.
-Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
-Reviews daily open items to ensure proper follow-up and closure.
-Assists junior colleagues in resolving outstanding issues.
-No direct reports. Provides guidance to less experienced staff.
-Responsible for the quality and completion of own work

The ideal Transfer Agent will possess the following attributes/skills:

-High school/secondary school or the equivalent combination of education and experience is required.
-Bachelor degree preferred.
-Entry level role with some fund admin / office experience is required.
-Experience in financial services preferred.

This is a fantastic opportunity to propel your career in Financial Services forward. If you have similar experience to that outlined above and are looking for a temporary opportunity within a progressive and dynamic environment, please forward your CV today.

Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

skills

transfer agency

qualification

qualified by experience

educational requirements

university