Transitions Administrator

Found in: Appcast UK C C2 - 2 weeks ago


London Area, United Kingdom JJ SEARCH LIMITED Full time

The Company


Our client is a large entrepreneurial Investment Management firm with exciting growth prospects


The Role


The Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner.


The Transitions Administrator will work with the wider team to track and report on assets in Transfer and ensure adherence to Service Level agreements, liaising with colleagues and third parties regarding settlement and inputting instructions into Pershing NEXUS system and to follow up and update on progress.


The Transitions Administrator will check, and process transfer requests received from the relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing system.


The Transitions Administrator will communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from the business.


The Transitions Administrator will undertake efficient tracking and reporting of assets in Transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer.


The Transitions Administrator will process transfers through the electronic reregistration system – Altus.


The Transitions Administrator will be responsible for receiving Transfer cheques in to the business , cross checking information, updating the system and passing to cash management team for processing.


The Transitions Administrator will maintain relationships with third party administrators, Fund Managers and custodian, and attend and represent the business in industry.



The Candidate


2-4 years’ minimum experience with exposure to Asset Transfers / Transitions within Asset Management or Investment Management, ideally including unit trust, CREST, foreign, certificated and cash movements.


Knowledge of tax wrapper structures including ISA, SIPP, Offshore Bond.


Ideally studying towards the IOC certificate or already qualified.


  • Transitions Administrator

    Found in: Whatjobs ES C2 - 6 days ago


    London Area, United Kingdom JJ SEARCH LIMITED Full time

    The Company Our client is a large entrepreneurial Investment Management firm with exciting growth prospects The Role The Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner. The Transitions Administrator will work with the wider team to...

  • Transitions Administrator

    Found in: Jooble UK C2 - 2 weeks ago


    London, United Kingdom JJ SEARCH LIMITED Full time

    The Company Our client is a large entrepreneurial Investment Management firm with exciting growth prospects The Role The Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner. The Transitions Administrator will work with the wider team...

  • Transitions Administrator

    Found in: Talent UK 2A C2 - 2 weeks ago


    London, United Kingdom JJ SEARCH LIMITED Full time

    The CompanyOur client is a large entrepreneurial Investment Management firm with exciting growth prospectsThe RoleThe Transitions Administrator will be responsible for processing new Transfer instructions and chasing cases with counterparties to ensure Transfers complete in a timely manner. The Transitions Administrator will work with the wider team to track...

  • Client Transitions Analyst

    Found in: Whatjobs ES C2 - 6 days ago


    London Area, United Kingdom Leverton Search Full time

    An exciting role has just opened up at one of our global top tier asset management firms. As part of their Client Transitions group, you'll collaborate closely with various client teams to drive and spearhead client projects forward. The idea candidate will be able to: on complex projects, working with institutional clients, across asset classes manage...

  • Client Transitions Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    London Area, United Kingdom Leverton Search Full time

    An exciting role has just opened up at one of our global top tier asset management firms. As part of their Client Transitions group, you'll collaborate closely with various client teams to drive and spearhead client projects forward. The idea candidate will be able to:on complex projects, working with institutional clients, across asset classesmanage client...

  • Client Transitions Analyst

    Found in: Appcast UK C2 - 2 weeks ago


    London Area, United Kingdom Leverton Search Full time

    An exciting role has just opened up at one of our global top tier asset management firms. As part of their Client Transitions group, you'll collaborate closely with various client teams to drive and spearhead client projects forward. The idea candidate will be able to:on complex projects, working with institutional clients, across asset classesmanage client...

  • Client Transitions Analyst

    Found in: Appcast UK C C2 - 2 weeks ago


    London Area, United Kingdom Leverton Search Full time

    An exciting role has just opened up at one of our global top tier asset management firms. As part of their Client Transitions group, you'll collaborate closely with various client teams to drive and spearhead client projects forward. The idea candidate will be able to:on complex projects, working with institutional clients, across asset classesmanage client...


  • London, United Kingdom Lorien Full time

    Asset Transition Manager We have an incredible opportunity with our financial servies client as an Asset Transition Manager to join our Investment Solutions - Transitions team. **The role** Lead on large scale and complex transition events ensuring that member experience is optimised, and shareholder risk is managed. Work alongside key stakeholders such...


  • London, United Kingdom Lorien Full time

    The UK's largest long-term savings and retirement business is looking for an experienced **Asset Transition Manager**to join its team. - **Lead on large scale and complex transition events** ensuring that member experience is optimised, and shareholder risk is managed. - **Work alongside key stakeholders** such as Investment Proposition and operational teams...


  • London, United Kingdom Arbuthnot Latham Full time

    *** - Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.- As an Investment Administrator in a team of 4, you will carry out a varied role as you provide excellent...

  • Service Design Transition Manager

    Found in: Appcast UK C2 - 3 hours ago


    London Area, United Kingdom Amber Labs Full time

    Job Description: The Service Design Transition Manager plays a critical role in ensuring the smooth transition of services from the design phase to operational readiness. This role involves collaborating with various stakeholders to understand requirements, design service solutions, and manage the transition process effectively. The ideal candidate will...

  • Service Design Transition Manager

    Found in: Appcast UK C C2 - 2 hours ago


    London Area, United Kingdom Amber Labs Full time

    Job Description: The Service Design Transition Manager plays a critical role in ensuring the smooth transition of services from the design phase to operational readiness. This role involves collaborating with various stakeholders to understand requirements, design service solutions, and manage the transition process effectively. The ideal candidate will...

  • Client Transitions Analyst

    Found in: Talent UK 2A C2 - 2 weeks ago


    London, United Kingdom Leverton Search Full time

    An exciting role has just opened up at one of our global top tier asset management firms. As part of their Client Transitions group, you'll collaborate closely with various client teams to drive and spearhead client projects forward. The idea candidate will be able to:on complex projects, working with institutional clients, across asset classesmanage client...


  • London, United Kingdom Inizio Full time

    **Service Delivery Transition Lead** **The Role** Under the guidance of the Group IT Operations Director - the Service Delivery Transition Lead will lead and support the transition to the new IT Operations leadership structure. This includes providing leadership, coaching, hands-on support, planning, and direction for managers in newly appointed jobs that...

  • Service Design Transition Manager

    Found in: Talent UK 2A C2 - 6 hours ago


    London, United Kingdom Amber Labs Full time

    Job Description: The Service Design Transition Manager plays a critical role in ensuring the smooth transition of services from the design phase to operational readiness. This role involves collaborating with various stakeholders to understand requirements, design service solutions, and manage the transition process effectively. The ideal candidate will...

  • Service Design Transition Manager

    Found in: Jooble UK C2 - 4 hours ago


    London, United Kingdom Amber Labs Full time

    Job Description: The Service Design Transition Manager plays a critical role in ensuring the smooth transition of services from the design phase to operational readiness. This role involves collaborating with various stakeholders to understand requirements, design service solutions, and manage the transition process effectively. The ideal candidate will...


  • London, United Kingdom Amber Labs Full time

    Job Description: The Service Design Transition Manager plays a critical role in ensuring the smooth transition of services from the design phase to operational readiness. This role involves collaborating with various stakeholders to understand requirements, design service solutions, and manage the transition process effectively. The ideal candidate will...


  • London, United Kingdom Gordon Yates Full time

    University Database Administrator needed in London for a temp hybrid role. This role is paying £12.50 per hour. **R&A Transition project - to support database transition** Our client needs someone to support their transition to a new filemaker database for our exams team. Experience and skills: - Data admin - Attention to details - Excellent...

  • HR Administrator

    7 days ago


    London, United Kingdom Electron Full time

    Job Summary: **Responsibilities**: - Coordinate and conduct new hire orientations and onboarding sessions, ensuring a smooth transition for new employees. - Maintain employee records and databases, ensuring accuracy and confidentiality. - Assist with employee relations matters, including responding to inquiries and escalating issues as needed. - Support HR...

  • Administrator

    2 weeks ago


    London, United Kingdom Birkbeck University of London Full time

    **Are you keen to work with students & teaching staff to support an excellent learning experience and student attainment? Do you have a strong customer service focus and administrative experience?** Birkbeck is in the process of a major restructuring in its 200th year and the student experience is key to our next century. You will be part of a team...