Our Client
Our client is a leading global financial services firm.
Your mission
As a Senior Transfer Agency Manager you will be managing a team with several direct reports. Apart from the day-to-day operations you will be responsible for but, not limited to:
- Escalating issues on behalf of the Transfer Agency with other departments
- Performing appraisals and implement personal development and training plans for the team.
- Conducting regular meetings with direct reports and providing updates on relevant developments
- Developing operating models to deal with growth in volumes, focusing on improving straight through processing.
- Conducting regular review of processes and controls to identify any operational gaps from agreed checklists, guidelines and written procedures.
- Managing rollout of services to new funds and ensure the smooth transition into Transfer Agency operating teams.
Your profile
- At least 10 years experience in a Transfer Agency, with technical knowledge of Transfer Agency functions, such as share dealing, client reporting, cash processing, fee rebates and distributions across different fund types.
- You have a good understanding of Anti Money Laundering Requirements of local Regulator and Bank Policy and excellent awareness of Fraud prevention, Compliance requirements and operational risk areas.
- Solid experience in people management (at least 20 people).
- Fluency in English is a must. Any other European languages would be an advantage (such as French and German)
- You have excellent interpersonal/leadership and motivation skills.