Security Transfer Manager

2 weeks ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Company Overview

Service Service Employment Agency Limited provides an online investment administration service for Financial Advisers and their clients. Our platform enables Financial Advisers to consolidate their clients' investments in one place and manage them more effectively, both in the UK and offshore. Clients also have online access to see how their portfolios are performing.

Job Description

The Security Transfer Manager will be responsible for designing, project managing, and overseeing the transfer of assets for clients from start to finish. This office-based position requires strong organizational and communication skills, as you will work closely with various parties, including internal departments, custodians, and counterparties.

Key Responsibilities
  1. Manage daily requests for security transfers, ensuring timely and accurate processing.
  2. Effectively manage and resolve failed transfers, cash, and stock breaks.
  3. Provide seamless administration of the transfers being processed.
  4. Coordinate with various stakeholders to ensure compliance with established procedures and regulations.
  5. Perform ad-hoc tasks assigned by your Line Manager.
Requirements
  1. Demonstrated knowledge and experience in transfers-related functions for local and global securities in a private banking environment.
  2. Familiarity with Altus is advantageous.
  3. Meticulous attention to detail is essential.
  4. Service-oriented individuals with prior experience in customer-facing roles are preferred.
  5. Strong interpersonal and communication skills are required to interact effectively with various stakeholders.
  6. Ability to work independently and as part of a team is essential.
Compensation
  1. A competitive salary of £55,000 - £65,000 per annum.
  2. 22 days holiday (post-probation) plus bank holidays.
  3. Private Healthcare Scheme.
  4. Pension Plan Contribution.
  5. Perks at Work (subscription).
  6. Additional learning resources.
  7. Potential for equity participation.


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