Job Title:
AIS Transfer Agency Manager
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Job Description:
* The role holder will oversee the Transfer Agency client service team, managing client relationships and acting as a point of escalation for technical issues.
* They will ensure policies and procedures are followed, best practices applied, and continuously look for enhancements to create greater efficiencies and productivity within the team.
This role can be performed in a hybrid model, balancing work from home and office to match individual needs and role requirements.
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Key Responsibilities:
1. Final sign off on internal (e.g. NAV), client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures.
2. Oversight of the Transfer Agency team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff.
3. Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction.
4. Act as a point of contact for client escalation.
5. Develop and implement key improvements on process, procedures and new policy changes into the department.
6. Work with internal development on system enhancements to improve efficiency and productivity within the team.
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Required Skills and Qualifications:
* Promote a risk awareness culture within the team to drive the zero error policy.
* Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps.
* Responsible for the effective management of the team and all associated HR Policies, performance and career developments.
* Participate in department wide training efforts - draft and deliver training course and facilitate 'on the job' training.
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Benefits:
* Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience.
* 4 -6 years Fund Administration experience (preferable Hedge Transfer Agency) with at least 2 years people management experience.
* Proficient in Microsoft Office applications in particular Excel.
* Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.
* Experience in Client Relationship Management is essential for this role.
* Good working knowledge of AML and regulations impacting the industry.
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Others:
* To be considered for this role, you will be redirected to and must complete the application process on our careers page.
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