Investor Services Admin: Transfer Agency Operations

JTC Group; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company is seeking an Administrator to maintain Shareholder Registers for open-ended funds. The role involves handling client queries, executing transactions, and ensuring adherence to compliance procedures. Ideal candidates will have at least 1 year of experience in fund operations and excellent customer service skills. This position offers an opportunity to work in an inclusive environment that values growth and development for all employees.

Qualifications

• At least 1 year of funds industry experience in fund operations/administration.
• Customer Service experience is essential.
• Good keyboard skills and ability to learn new systems.

Responsibilities

• Respond to investor/client queries and requests effectively.
• Timely execution of investor transactions.
• Ensure accurate control and monitoring of dealing instructions.

Skills

Customer Service

Planning and Organization

Effective Verbal Reasoning

Numeric Skills

MS Excel

Education

IOC Qualified or equivalent

Job description

A financial services company is seeking an Administrator to maintain Shareholder Registers for open-ended funds. The role involves handling client queries, executing transactions, and ensuring adherence to compliance procedures. Ideal candidates will have at least 1 year of experience in fund operations and excellent customer service skills. This position offers an opportunity to work in an inclusive environment that values growth and development for all employees.