Asset Transfer Specialist

1 week ago

Norwich, United Kingdom Service Service Employment Agency Limited Full time

My client based in central Norwich provides an online investment administration service for Financial Advisers and their clients. It enables Financial Advisers to consolidate their clients’ investments in one place and manage them more effectively, bothin the UK and offshore, clients also have online access to see how their portfolios are performing.

**About the role**

As an Asset Transfer Specialist, you will design, project manage and oversee the transfer of assets for clients from start to finish and manage risks and costs to the client (out of market risk, timing risk and minimising transaction costs). Please not thisrole is office based.

**Your Key Responsibilities**
- You will be proficient in managing daily requests for security transfers, from initiation of request to completion.
- You will ensure the timely and accurate processing of security transfer requests.
- Effective management and resolution of failed transfers, and cash and stock breaks.
- You will provide seamless, efficient, effective administration of the transfers being processed.
- Close liaison and coordination with various parties, including internal departments, custodians and counterparties.
- Ensure adherence to established procedures, control guidelines, market regulations and compliance framework during processing.
- Ad hoc tasks as assigned by your Line Manager.

**Skills & Qualifications**
- Knowledge and hands-on experience in transfers-related function for local and global securities in a private banking environment would be desirable.
- Experience with Altus would be desirable
- Meticulous with good attention to detail.
- Service oriented with prior experience in a customer facing role would be advantageous.
- Strong interpersonal and communication skills, with the ability to interact effectively with various stakeholders. (Internal departments, custodians, counterparties, etc.).
- Ability to work independently, as well as in a team.

**Benefits**
- 22 days holiday (post-probation) plus bank holidays to keep the tank topped up. Holiday increases by a day for each year of service max 25 days.
- Your birthday off, this is not included as holiday, an extra little bonus
- Private Healthcare
- Pension Plan
- Perks at Work (subscription)
- Additional learning resources
- Potential for equity

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