Job Overview
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The role of AIS Transfer Agency Manager involves overseeing the client service team, managing client relationships, and acting as a point of escalation for technical issues.
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Key Responsibilities
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1. Finalize internal, client, and investor reporting to ensure accurate fund activity recording in line with agreed policies and procedures.
2. Take ownership of daily, cash, and trade reconciliations.
3. Oversight of the Transfer Agency team, including planning work, managing resources, and recruitment.
4. Build and maintain client relationships through regular meetings and effective communication.
5. Act as a point of contact for client escalation and develop key improvements on process, procedures, and policy changes.
6. Work with internal development on system enhancements to improve efficiency and productivity within the team.
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Required Skills and Qualifications
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* Promote a risk awareness culture within the team and drive the zero-error policy.
* Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps.
* Effective management of the team and associated HR policies, performance, and career developments.
* Participate in department-wide training efforts and facilitate 'on-the-job' training.
* Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience.
* 4-6 years Fund Administration experience, preferably Hedge Transfer Agency, with at least 2 years people management experience.
* Proficient in Microsoft Office applications, particularly Excel.
* Experience in working to tight deadlines, multitasking, and calmly under pressure.
* Client Relationship Management is essential for this role.
* Good working knowledge of AML and regulations impacting the industry.
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Benefits
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This role can be performed in a hybrid model, balancing work from home and office to match individual needs and requirements.
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What We Value
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Motivated talent with skills that will help you succeed in this role are highly valued.
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Contact Information
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To start the application process, click the Continue to Application or Login/Register to apply button below.
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Please note that only successful applicants will be contacted.