Job Description
We are seeking a skilled and detail-oriented Senior Analyst to join our team. The successful candidate will be responsible for managing investor, client and agent documentation, ensuring adherence to data protection requirements, coordinating mailings, and arranging archiving or destruction of original documents.
The role involves day-to-day processing work, quality checks, and assurance. The Senior Analyst will also be required to support more junior members of the team, identify optimisation opportunities, and implement changes as necessary.
The Transfer Agency department provides a third-party fund administration service to numerous fund management companies, covering shareholder servicing functions including dealing, registration, finance, and investor services.
Responsibilities
* Manage original documentation received into Transfer Agency, including recording receipt and scanning
* Ensure adherence to data protection requirements
* Coordinate investor mailings, including preparation and distribution
* Arrange archiving or destruction of original documents as required
Requirements
To be successful in this role, you will need:
* Previous financial services experience
* Knowledge of Transfer Agency incorporating Administration/Registration
* Understanding of KYC and AML (desirable but not essential)
* Strong Microsoft Excel, Word, Outlook skills
Benefits
We offer a range of benefits, including:
* A flexible and collaborative work culture
* Movement within the organization is encouraged
* Senior leaders are accessible
* A commitment to assisting the communities we serve
About Us
We are a globally recognized financial institution with a history dating back over 130 years. We provide innovative financial services and guidance to individuals, families, and institutions worldwide.