Transfer Agency Coordinator

3 days ago


Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

We are looking for a highly skilled Transfer Agency Coordinator to join our team at EngineerUK's Horsham office. As a Custodian Services Specialist, you will be responsible for ensuring the smooth operation of Transfer Agency data.

Key Responsibilities:
  1. Data Management: Set up and maintain Transfer Agency data, guaranteeing accuracy and timeliness.
  2. Meeting Coordination: Arrange regular meetings with stakeholders to discuss progress and address any concerns.
  3. Service Agreement Management: Monitor and maintain service agreements to ensure compliance with regulatory requirements.
  4. AML/KYC Processes: Develop and implement robust procedures for managing Anti-Money Laundering/Know Your Customer requests.
  5. Custodian Evaluation: Assess the suitability of custodians and manage associated risks.
  6. Account Support: Assist with account openings and reactivations, working closely with Transfer Agents.
  7. Custodian Oversight: Oversee the setup and maintenance of custodians, ensuring secure asset protection.
  8. Operational Collaboration: Participate in operational clean-up projects focused on growth initiatives, asset migrations, and consolidations.
  9. Quality Assurance: Collaborate in User Acceptance Testing activities to ensure high-quality services.
  10. Performance Analysis: Generate monthly reports on key metrics and performance indicators.
  11. Regulatory Compliance: Support various regulatory reporting processes (e.g., CRS, FATCA). The ideal candidate will possess excellent communication and organizational skills.

Our salary range for this position is £52,000 - £62,000 per annum.



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