Transfer Agency Associate
2 weeks ago
Job Title
We are seeking a highly motivated and skilled individual to join our Transfer Agency team as an Associate.
About the Role
This role offers the opportunity to work in a fast-paced environment and develop your skills in Investor and Distributor Services.
- You will be responsible for ensuring the accurate and timely processing of shareholder trades, providing high-quality service to investors.
- You will also have the opportunity to build on your existing Transfer Agency skills, provide supervision and direction to colleagues, and provide guidance and excellent customer service to investors.
- A major focus will be on procedures and process improvement, performance management of staff, client interaction, and ensuring compliance with regulatory requirements and company goals, objectives, and values.
Your Key Responsibilities
- Meet business standards and client deadlines on a consistent basis.
- Develop and maintain a thorough knowledge of Transfer Agency processes and systems.
- Act as a catalyst for change and improvement.
- Assist in the delivery of on-the-job training and development of other Associates.
Our Commitment
We are an equal opportunities employer and are committed to fostering an inclusive and equitable workplace. We value diversity both in background and skills and experience.
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