Transfer Agency Reporting Coordinator
2 weeks ago
- Perform QA on reports sent to clients for approval – Product Sales Data (PSD), FATCA/CRS, Other Interest (OI), ISA annual statical return, ISA annual claim form and ACS reporting.
- Submit reporting to HMRC, IA and FCA.
- Monitor guidance and regulations to ensure reporting is correct.
The ideal candidate will have a good understanding of end-to-end Transfer Agency Operational processes and knowledge of collective investment scheme administration and the regulatory environment.
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Transfer Agency Specialist
4 weeks ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking a skilled Transfer Agency specialist to join our team in the UK. As an Officer, you will be responsible for collecting and processing complex data, exercising due diligence, and reviewing data quality processes. This role involves demonstrating a comprehensive knowledge of relevant work processes and a broad understanding of...
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UK Transfer Agency Officer
4 weeks ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking a highly skilled Transfer Agency specialist to join our team in the UK. As a key member of our team, you will be responsible for collecting and processing complex data, exercising due diligence, and reviewing and implementing strict data quality processes.Key ResponsibilitiesContribute towards operational readiness of the new...
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Transfer Agency Manager
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake, a renowned global investment management house, is seeking an accomplished professional to lead on Risk Events within their Platform Oversight team.Job Overview:Take ownership of Risk Event and breach administration, ensuring robust controls and processesLead the team's Risk Event and breach function, fostering a culture of excellence in risk...
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Transfer Operations Coordinator
1 week ago
London, Greater London, United Kingdom The Travel Coorporation Full timeJob Description:The Travel Corporation is seeking a highly organized and detail-oriented Transfer Operations Coordinator to join our team. As a key member of our Uniworld Transfers team, you will be responsible for managing transfer services for 12 ships across Europe.Key Responsibilities:Coordinate with overseas reservation teams to ensure accurate and...
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Transfer Agency UK Vice President
2 weeks ago
London, Greater London, United Kingdom State Street Full timeJob DescriptionWe are seeking a highly skilled and experienced professional to join our Transfer Agency team as Transfer Agency UK Vice President. The ideal candidate will have extensive experience in CASS compliance, client money management, and transfer agency operations.The successful candidate will be responsible for designing and implementing a robust...
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Transfer Agency Business Lead
2 weeks ago
London, Greater London, United Kingdom LGBT Great Full timeJob SummaryWe are seeking a highly motivated Transfer Agency Business Lead to join our team at LGBT Great. The successful candidate will be responsible for leading the delivery of TA related business, fund, and regulatory change projects/initiatives from inception up to the successful transfer to the 'business as usual' (BAU) environment for UK, Guernsey,...
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Transfer Agency Operations Specialist
1 week ago
London, Greater London, United Kingdom State Street Full timeAbout the RoleWe are seeking a skilled Transfer Agency Operations Specialist to join our UK team in a hybrid role. This position requires expertise in collecting and processing complex data, exercising due diligence, and implementing strict data quality processes.The ideal candidate will have a comprehensive knowledge of relevant work processes and a broad...
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UK Transfer Agency Officer
1 week ago
London, Greater London, United Kingdom State Street Full timeJob OverviewThis is an exciting opportunity to join State Street's UK Transfer Agency team as a Transfer Agency Officer in a hybrid role.As a Transfer Agency specialist, you will be responsible for delivering high-quality service both internally and externally by incorporating experience and industry knowledge into your daily workflow.Key responsibilities...
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Senior Transfer Agency Leader
2 weeks ago
London, Greater London, United Kingdom State Street Full timeRole OverviewWe are seeking an experienced Transfer Agency specialist to join our team as a Senior Leader. The ideal candidate will have a strong background in CASS compliance and a proven track record of managing complex data and processes.Main ResponsibilitiesManage a CASS workstream to design and build a robust CASS model and operation for UK Transfer...
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Airport Transfer Operations Coordinator
2 weeks ago
London, Greater London, United Kingdom ALPADIA Language Schools SA Full timeUnlock Your Potential in Airport Transfer OperationsWe are seeking a highly motivated and organized Airport Transfer Operations Coordinator to join our dynamic team at ALPADIA Language Schools SA.The successful candidate will play a critical role in ensuring the smooth operation of airport transfers for our students, working closely with our UK Transfer...
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Transfer Agency Operations Specialist
1 week ago
London, Greater London, United Kingdom JTC Group Full timeSalary: £48,000 per annum (dependent on experience).About the PositionThis is an excellent opportunity to join a dynamic team at JTC Group as a Transfer Agency Operations Specialist. As a key member of our AML team, you will play a critical role in ensuring compliance with regulatory requirements and maintaining accurate records.Key responsibilities...
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In-House Agency Development Manager
2 weeks ago
London, Greater London, United Kingdom OLIVER Agency Full timeJob SummaryAs a Global Talent Mobility Partner at OLIVER Agency, you will play a key role in developing and implementing talent strategies that drive business growth and success.Salary RangeThe estimated salary for this position is $90,000 - $115,000 per year, based on your level of experience and qualifications.Key AccountabilitiesTalent Identification:...
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Transfer Pricing Expert
3 weeks ago
London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob OverviewWe are seeking a highly skilled Senior Tax Manager to join our Transfer Pricing team. The successful candidate will provide expert advice on transfer pricing, including documentation, controversy, due diligence, operational and strategic transfer pricing.The role involves working with clients to identify and mitigate transfer pricing risks, as...
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Transfer Operations Specialist
2 weeks ago
London, Greater London, United Kingdom SS&C Technologies Holdings Full timeJob OverviewSS&C Technologies Holdings is seeking a skilled Transfer Specialist to support and lead the transfers service to its clients. The successful candidate will be responsible for establishing SS&C as an integrated business partner, exceeding all client service targets, and adapting to new environments.About the RoleThe Transfer Specialist will be...
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UK Airport Transfer Coordinator
2 weeks ago
London, Greater London, United Kingdom ALPADIA Language Schools SA Full timeOverview We are seeking an experienced and motivated Airport Transfer Manager to join our team at ALPADIA Language Schools SA. As a key member of our operations team, you will be responsible for ensuring the smooth execution of student transfers from airports to our UK language camps. Your primary focus will be on managing the performance of the...
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Annual Review Coordinator
3 weeks ago
London, Greater London, United Kingdom Tripod Partners Full timeJob OverviewTripod Partners is seeking a highly skilled Annual Review Coordinator to join our team. This role is ideal for individuals with experience in processing annual reviews and a person-centred approach.About the RoleWe are looking for a talented individual to support our backlog of annual reviews and phase transfer 0-25. The successful candidate will...
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Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Seven Investment Management LLP Full timeKey Responsibilities:Process transfer requests from 7IM relationship management teams and liaise with third parties regarding settlement and inputting instructions into Pershing NEXUS system.Communicate with counterparties, fund managers, and custodians to manage the smooth and timely transition of client assets to and from 7IM.Efficiently track and report...
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Digital Transformation Project Coordinator
4 weeks ago
London, Greater London, United Kingdom Make Agency Full timeProject Manager Wanted for Digital AgencyWe are seeking an ambitious Project Manager to help deliver and maintain incredible websites for our clients. The ideal candidate will have a good understanding of the website delivery process.ResponsibilitiesManaging the full life-cycle of WordPress website design and development projectsExperience using Asana is an...
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Transfer Processing Specialist
2 weeks ago
London, Greater London, United Kingdom Goodman Masson Full time**Job Title:** Transfer Processing SpecialistAbout the Role:We are seeking a highly skilled Transfer Processing Specialist to join our team at Goodman Masson. As a key member of our team, you will be responsible for efficiently managing and processing client asset and cash transfers.Main Responsibilities:Administration and Documentation: Manage all aspects...
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River Cruise Transfer Specialist
1 week ago
London, Greater London, United Kingdom The Travel Coorporation Full timeJob Title: River Cruise Transfer SpecialistDescription:We are seeking a skilled River Cruise Transfer Specialist to join our team at The Travel Corporation. In this role, you will be responsible for coordinating transfer services for 12 ships across Europe, ensuring seamless travel experiences for our guests.Responsibilities:Manage all communication related...