A large financial services firm has a number of requirements for Senior Transfer Agents. The companies can offer a clear progression pathway due to natural growth within the business with further plans to increase the head count in the company over the next 18 months.
You would be responsible for the successful and accurate completion of the daily investor servicing requirements for various Fund products adhering to departmental procedures and service level agreements dealing directly with clients on a regular basis.
The successful Transfer Agent will receive and process investor transaction documents in accordance with fund documentation requirements, maintain capital activity tracking reports and distribute reports to the clients on a periodic basis while maintaining accurate and complete data in the investor accounting system for all clients.
If you’re a Transfer Agent looking for a change or looking to take the next step in your career apply now and I will follow up with full information and company details.
If you are interested in making this position yours, please contact Lee McGlone on 01 676 0505, click apply below
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Tagged as: Client Services, Investor Relations, Senior Transfer Agency, Transfer Agency
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