Job Description
AIS Transfer Agency Manager, Officer
The role holder will be responsible for the oversight of the Transfer Agency client service team (A1's, A2's & Senior Associates), management of the client relationships and acting as a point of escalation for the team on any technical issues.
Key Responsibilities:
* Responsible for the 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
* Oversight of the Transfer Agency team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff
* Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction
* Act as a point of contact for client escalation
* Develop and implement key improvements on process, procedures and new policy changes into the department
* Work with internal development on system enhancements to improve efficiency and productivity within the team
Requirements:
* 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
Qualifications:
* 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