Current jobs related to Asset Transfer Specialist - London, Greater London - Dimensions Specialist Recruitment Ltd
-
Asset Transfer Specialist
1 month ago
London, Greater London, United Kingdom Transact Full timeJoin Our Team as an Asset Transfer AssociateAn exciting opportunity has arisen to be a specialist within our Custody Asset Transfers team as an Asset Transfer Associate. The role sits within our wider Client Accounting department where teams support the vital work of ensuring all money and assets held by Transact for clients are recorded accurately.About the...
-
Asset Transfer Specialist
1 month ago
London, Greater London, United Kingdom Transact Full timeJoin Our Team as an Asset Transfer AssociateAn exciting opportunity has arisen to be a specialist within our Custody Asset Transfers team as an Asset Transfer Associate. The role sits within our wider Client Accounting department where teams support the vital work of ensuring all money and assets held by Transact for clients are recorded accurately.About the...
-
Asset Transfer Specialist
2 weeks ago
London, Greater London, United Kingdom Transact Full timeJob OpportunityAn exciting role has arisen in our Custody Asset Transfers team as an Asset Transfer Specialist. The position sits within our Client Accounting department, where teams support the accurate recording of client money and assets held by Transact. Our Client Money and Asset teams are dedicated to doing the right thing for all stakeholders, and you...
-
Asset Transfer Specialist
2 weeks ago
London, Greater London, United Kingdom Transact Full timeAn exciting opportunity has arisen to be a specialist within our Custody Asset Transfers team as an Asset Transfer Associate. The role sits within our wider Client Accounting department where teams support the vital work of ensuring all money and assets held by Transact for clients are recorded accurately. The Client Money and Asset teams are dedicated to...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeJob Title: Asset Transfer Associate About the Role: We are seeking a highly organized and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely transfer of client assets. Key Responsibilities: * Update asset transfers accurately...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeJob Title: Asset Transfer Associate About the Role: We are seeking a highly organized and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely transfer of client assets. Key Responsibilities: * Update asset transfers accurately...
-
Asset Transfer Specialist
1 month ago
London, Greater London, United Kingdom Transact Full timeJob Title: Asset Transfer AssociateAbout the Role:Transact is seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely processing of client money and asset transfers.Key Responsibilities:Update asset...
-
Asset Transfer Specialist
1 month ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely completion of client money and asset transfers.Key ResponsibilitiesUpdate asset transfers...
-
Asset Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely transfer of client money and assets.Key ResponsibilitiesUpdate asset transfers accurately...
-
Asset Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Transact Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Asset Transfer Associate to join our Custody Asset Transfers team within our Client Accounting department. As an Asset Transfer Associate, you will play a critical role in ensuring the accurate and timely transfer of client money and assets.Key ResponsibilitiesUpdate asset transfers accurately...
-
Asset Servicing Transfer Specialist
2 weeks ago
London, Greater London, United Kingdom Close Brothers Group Full timeJob SummaryWe are seeking a highly skilled Asset Servicing Transfer Specialist to join our team at Close Brothers Group. As an Asset Servicing Transfer Specialist, you will be responsible for assisting the Lead Associate - Transfers and Senior Manager – Asset Servicing in the essential administration and processing of all Winterflood Business Services...
-
Asset Servicing Transfer Specialist
1 week ago
London, Greater London, United Kingdom Close Brothers Group Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Asset Servicing Transfer Specialist to join our team at Close Brothers Group. As an Asset Servicing Transfer Specialist, you will play a critical role in assisting the Lead Associate - Transfers and Senior Manager – Asset Servicing in the essential administration and processing of all...
-
Asset Servicing Transfer Specialist
2 weeks ago
London, Greater London, United Kingdom Close Brothers Group Full timeJob SummaryWe are seeking a highly skilled Asset Servicing Transfer Specialist to join our team at Close Brothers Group. As a key member of our operations team, you will be responsible for assisting in the processing of asset transfers, ensuring timely and accurate completion of client requests.Key Responsibilities:Process asset transfers in and out as per...
Asset Transfer Specialist
2 months ago
We are proud to be working with a highly respected Investment Management firm who pride themselves on focusing on client relationships with an ethos of helping individuals with investment and financial planning, and providing technology to make things simple and clear.
Based in the heart of the financial district and due to ongoing developments, they are now seeking a Senior Transitions Administrator to take responsibility for the transfer of client assets, provide administrative support to the Transitions team and to ensure timely transition of client assets into the business. This will include responsibility for but not limited to:
- Processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner.
- Working with the Transitions team to track and report on assets in transfer and ensure adherence to Service Level agreements, liaising with colleagues and third parties to follow up and update on progress.
- Checking and processing transfer requests received from the relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing NEXUS system.
- Managing efficient tracking and reporting of assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer.
- Monitoring reports and systems to check for receipt of funds and assets, processing cheques for the custodian to apply to the accounts.
- Receiving transfer cheques into the business, cross-checking information, updating the system and passing to cash management team for processing.
- Maintaining relationships with third-party administrators, Fund Managers and custodian.
- Helping to identify areas for training and development with the team.
- You will already possess relevant experience within a Transitions environment, including strong knowledge of asset transfer processes including unit trust, CREST, foreign, certificated and cash movements, coupled with knowledge of tax wrapper structures including ISA, GIA, and SIPP.
Any knowledge of Pershing NEXUS or Electronic reregistration and Altus/Origo would be an advantage.
Additionally, the client is seeking someone with accuracy, organisation, thoroughness, and attention to detail, coupled with excellent communication skills (verbal & written) together with understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently.
The role is offered on a hybrid working pattern (2-days in the office) together with ongoing training and development and a highly attractive remuneration package.
Further details are available.
