
Senior Fund Administrator Role
2 weeks ago
Job Title: Transfer Agency Manager
Overview:
We are seeking a skilled professional to oversee our client service team, manage client relationships, and act as a point of escalation for technical issues. The ideal candidate will ensure policies and procedures are followed, best practices applied, and continuous enhancement to create greater efficiencies and productivity within the team.
Main Responsibilities:
- Final sign-off on internal, client, and investor reporting to ensure accurate fund activity recording in line with agreed Policies and Procedures.
- Oversight of the Transfer Agency team, managing key priorities, planning team work, and managing team resources, including recruitment of new staff.
- Building and maintaining client relationships through regular meetings, forums, ensuring effective communication, and client satisfaction.
- Acting as a point of contact for client escalation and developing and implementing key improvements on process, procedures, and new policy changes into the department.
- Working with internal development on system enhancements to improve efficiency and productivity within the team.
Required Skills and Qualifications:
- Promoting a risk awareness culture within the team to drive the zero error policy.
- Proactively identifying gaps in internal key controls and working with wider TA manager/director group to close gaps.
- Effective management of the team and all associated HR Policies, performance, and career developments.
- Participating in department-wide training efforts, drafting, and delivering training courses, and facilitating 'on the job' training.
Education and Experience:
- Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience.
- 4-6 years Fund Administration experience (preferable Hedge Transfer Agency) with at least 2 years people management experience.
- Proficient in Microsoft Office applications, particularly Excel.
- Experience in working to tight deadlines, with an ability to multi-task, and to work calmly under pressure.
- Experience in Client Relationship Management is essential for this role.
- Good working knowledge of AML and regulations impacting the industry.
Search Tips: For similar jobs, search using keywords like AIS Transfer Agency, Client Relationship Management, Fund Administration, and Team Management.
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