Your Area of Work
The Investment Funds Transfers team encompasses the following facets of work:
- Transfer execution
- Transfer tracing and settlement
- Client queries and client support and training
- Ad hoc projects as required
Your Repsonsibilities
- Perform document completion for transfers and instruct on portals where required
- Process incoming transfer queries from clients and internal teams
- Gather and maintain TA contact details and transfer procedure requirements
- Transfers tracing
- Identification of reconciliation breaks
- Provide the highest standard of service & support in all dealings with the client
- Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure changes
- Escalate and advise any relevant issues to management as necessary
- Provide a pro-active contribution to ensure individual and team targets and objectives are being achieved within required deadlines
- Liaise and interact with internal departments, fund administrators and third parties as necessary
- Have a continuous improvement mind set to seek out and implement new and better ways of achieving objectives, preventing errors or delays reoccurring, and automating and streamlining processes within the team
- Assist in documenting team procedures
- Assist in project work where required
- Support any other tasks related to IFS projects
Your Profile
Summary of Key Competencies
- Taking on Responsibility
- Expertise, Willingness to learn
- Communication, Planning and Organisation.
- Results Orientation
Qualifications/required skills
- Service orientation with excellent telephone, communication, and analytical skills
- Strong problem-solving skills, accuracy, ability to work independently and as a part of a team in an international environment
- Proficiency in written and spoken English, any other language skills will be an asset
- University degree and/or a comparable qualification
- Knowledge of financial markets and instruments is an advantage
- A critical thinking mindset with an appetite for AI tools and automation considered a distinct advantage
- Dedication, flexibility as well as competent handling of MS Office applications round out your profile