Asset Transfer Specialist

4 weeks ago

London, Greater London, United Kingdom Transact Full time
Job 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 on client portfolios and confirm receipt of asset transfer confirmation on the same day * Contact third-party providers and fund managers to ensure efficient transfer processes and resolve any queries or issues that may arise * Adhere to industry-wide frameworks for improving transfers and re-registrations, ensuring a same-day turnaround time * Investigate, resolve, and escalate queries and issues in a timely manner Departmental Responsibilities: * Ensure procedures and process maps are updated when processes change and reviewed quarterly * Maintain awareness of relevant regulations, including CASS 6/7/8, and ensure adherence to FCA regulations on Consumer Duty * Foster strong working relationships with internal and external stakeholders * Drive a professional and ethical culture within the department, aligned with the FCA's principles for business Person Specification: * Excellent phone manner and relationship-building skills * Ability to work as a conscientious team player with excellent attention to detail * Proactive individual who takes ownership of tasks and completes them in a set timescale under pressure * Aptitude for working with complex data accurately * Intermediate MS Excel skills About Us: Transact is the leading independent investment wrap platform in the UK, with over £62 billion of funds under direction and a dedicated regional adviser support team. We offer a wide range of tax wrappers and funds, and our online platform is available 24/7. Equal Opportunities: We provide a diverse and inclusive workplace and ensure that all staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates.

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