Project Services Supervisor

2 weeks ago


United Kingdom Nelson Scott Full time

To undertake and oversee all elements of asset transfer processing. Management Responsibilities
Providing leadership and direction to the Transfers Team, managing the team members on a day to day basis, ensuring performance measurement, development and training plans are in place
Effectively managing operating risk through a robust set of controls and escalation procedures. To identify, initiate and oversee projects to improve our service capabilities and operational effectiveness

To oversee the checking of all transfer documents to ensure they are completed properly and meet internal and regulatory requirements.
Ongoing maintenance of static data within Equisoft system.
Active participation within the TeX community.
Active involvement in reviewing processes, procedures and controls on an ongoing basis to ensure all processes are as efficient (and risk controlled) as possible.
Detailed involvement in project work to develop the workings of the department.
Previous supervisor experience and experience of operational processes in wealth manager or private client asset management



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