Transfers Officer
4 weeks ago
**Title**: Transfers Officer
**Location**: Chester or Northwich
**Salary**: £25,000 - £28,000
**Reference**: 7986
**The company**:
An industry leading Wealth Management firm is seeking a Transfers Officer to join their friendly Operations team with the choice of either their Northwich or Chester office. This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs. With long term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.
**As a Transfer Officer you will, but not limited to**:
- Process and monitor transfers across multiple products and platforms.
- Deal with transfer issues when required.
- Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
- Update and maintain back office-systems.
- Work closely with the Fund Managers, market counterparties, Operation teams
- Previous experience within operational processes in Wealth Management/ Asset Management would be highly advantageous.
- Experience with Crest Gui
- Knowledge on securities
- Good communication
- Self-motivation to learn and grow.
- Ability to multitask, work quickly and accurately.
- Adaptable
- IT literate
**Benefits**:
- 25 days holiday (option to buy more)
- Life Assurance (x4 salary)
- Discretionary bonus
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme.
- Access to financial advice
**Job Types**: Full-time, Fixed term contract
Contract length: 12 months
**Salary**: £25,000.00-£28,000.00 per year
**Benefits**:
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Work Location: Hybrid remote in Chester, CH1 6LT
Reference ID: 7986
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