Administrator, Transfer Team

**Overview**

To assist in the administration of SIP Transfers and any other associated tasks for the SIP Transfers and Custody area.

**Key Accountabilities and main responsibilities**
- Responsible for the execution of transfers for the plans administered, adhering to;
- Department procedures
- the Client’s and Participants requirements
- the Trustee/Scheme Rules
- HMRC guidelines
- FCA guidelines
- Risk Policy
- Stock Exchange guidelines (in respect of Director’s announcements)
- Other Regulatory requirements/bodies as appropriate
- Escalate any client money related issues immediately so that the relevant action may be taken to stop or resolve a CASS breach in a timely manner
- Liaising with other internal staff/departments and the contacts at the client company
- Entering the sales required to be sold each day into relevant folders within the required systems ready to be checked.
- Getting purchases ready to be checked and traded with the relevant Team.
- Updating of purchases on the required system once the trade has been completed with the required spreadsheets being completed.
- Handle transfer requests, ensuring settlement within 8 weeks of the original request being received.
- Adherence to and completion of the relevant workflow checklists.
- Adherence to internal procedures relating to complaints, including the completion of Complaint Action Forms and Incident Reports where necessary
- Accurate production and distribution of monthly and ad-hoc reports to Clients
- With respect to clearance of stock differences, aged
21 days
- Respond to calls referred by the CSC within the SLA of 48 hours
- Filing of updated sales, transfers and purchases into boxes and ensuring these are archived.
- Provide training to both new hires and colleagues.

**Experience & Personal Attributes**
- Ability to work under pressure and to tight deadlines
- Good communication skills
- Excellent accuracy and attention to detail
- Innovative and drives continuous improvement
- Ability to complete self-evaluation, understanding areas of development and strengths.
- Actively seeks to improve not only knowledge but core skills.
- Create a culture of two-way engagement, making the interaction productive and easy.
- Encourages a culture within the team to engage with the stakeholders in a way that forges strong working relationships and promotes openness

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

Our Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, and employee share plans. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.