Assistant Manager Transfer Agency/Investor On-Boarding
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source : Moovijob

Assistant Manager Transfer Agency /

Investor On-Boarding (m / f)

Role summary :

Sanne is currently seeking a new member for our Transfer Agency division. The role focuses on taking responsibilities for a diversified portfolio of unregulated and regulated alternative investment funds and provide transfer agent and oversight services to a growing portfolio of clients.

Key Responsibilities :

  • Working within a specialised services team on all aspects relating to transfer agency and investor relations to ensure the team is running efficiently;
  • Communicate with TA Senior Administrators and Administrators throughout the day with regards to task completion updates and monitoring KPI completion;
  • Supervision of the daily deliverables, checks and controls of the team. Delegating relevant responsibilities to, and coordinating with all team members to ensure they complete their assigned deliverables within agreed SLA;
  • Supervision of the Investor On-Boarding Process in compliance with the relevant local regulations;
  • Ensuring that all TA Senior Administrators and Administrators are aware of the daily / weekly workflow and complete their daily tasks;
  • Responsible for maintaining oversight and identifying any potential issues and escalating where required;
  • Monitor client correspondence and ensure the team are managing responses within agreed SLA, providing professional and comprehensive responses, and approving emails in a timely manner;
  • Coach team members, empowering them to complete their tasks efficiently and accurately through training;
  • Monitor and report on success and areas for improvement;
  • Participate in the leadership of daily meetings and process / system updates, ensuring all information filters through the team;
  • Actively participate in discussions around any enhancements / changes and ensure this is communicated effectively to their teams and processes are updated where required;
  • Build professional, positive and collaborative working relationships with peers and colleagues in other departments.
  • Requirements

    Skills / experience required :

  • Degree qualified in a Business or Finance related area;
  • 3-5 years in a senior administrator / supervisory role in a Transfer Agent environment;
  • A team player who can work well within the function to deliver a quality service;
  • Creative and innovative;
  • Attention to detail;
  • Problem solver;
  • Strong Knowledge of KYC / AML requirements;
  • Client focus;
  • Good command of English in writing and speaking with the ability to build effective working relationships. German / French is an asset;
  • Proficient user of Microsoft Office suite.
  • What you can expect :

  • An innovative, modern business environment
  • Highly motivated experienced team
  • Growth & development opportunities
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