Transfer Agency Manager , Officer

Your role

• Under the supervision of the Manager, the Investor Services Reporting Officer is the focal point for the day-to-day activities of the Investor Services Reporting team.
• The Investor Services Reporting Officer has to ensure that the workload is distributed evenly amongst all team members and that all requests are dealt with efficiently, accurately and professionally.
• The Investor Services Reporting Officer is an integral part of ensuring that a high quality service is delivered to the client and internal departments Achieving high quality service is a team effort and the Investor Services Reporting Officer needs to function at all times as a team player and ensure other team members do so too.
• The Investor Services Reporting Officer will work independently and will also work on improving established guidelines and practices by consulting with the Manager where clarification or exception may be required.
• The Investor Services Reporting Officer plays a supporting role to the Managers and drives operational excellence by implementing and embedding a continuous improvement culture.

Profile

• Successfully attended final second-level education (BAC+3 minimum) or equivalent professional qualification.
• University degree in accounting, banking, finance or business administration will be considered as a plus.
• At least five years relevant working experience in Transfer Agency or Financial Services involving staff supervision and operation management.
• Experience of working within a high pressure environment with experience of meeting multiple deadlines.
• An analytical and logical working methodology
• Fluent in English with strong language skills a clear preference.
• Additional languages German is an asset.
• Advanced computing skills (MS Office: Excel, Word) are required.
• SQL knowledge is considered as an additional asset.
• Strong communication skills - adapting style to audience and including senior levels both internally and externally.

Core competencies

• Demonstrate the ability to provide leadership and direction in a group environment.
• Demonstrate a high degree of self-reliance and self-motivation and should be able to take own initiatives to solve problem or propose win-win strategies as applicable.
• Able to work independently and perform assigned tasks accurately, take initiatives, make recommendation on dedicated topics in order to maintain or enhance services.
• Demonstrate logical, analytical, critical and process thinking to identify, analyse and evaluate complex problems / issues. Maintains open communication channels.
• Initiate problem recovery, correction strategies, procedural and process enhancements; takes concrete steps to prevent and to reduce error reoccurrences in the future. Strongly adhere to existing procedures and controls in place and pro-actively react when foreseeing issues; ensure that procedural/ system changes are updated into the team procedures.
• Display good organizational skills in order to meet SLA deadlines and keeps well documented records. Ensures that checklists, job aids and working procedures are up to date and followed.
• Acting as a mentor to junior staff and provide coaching to the Senior Associates of the team.
• Excellent administrative, organizational and business support skills, with the ability to multi-task and to work calmly under pressure.
• Maintains open communication channels with clients, peers and the Management.
• Strongly adhere to existing procedures and controls in place and pro-actively react when foreseeing issues.
• Function at all times as a team player to build a positive atmosphere of co-operation within the department and where all team members are engaged.
• Self-motivated, organized and flexible to new ideas
• Strong issue resolution skills with a focus on risk controls and add value to the end client experience.

For further information, and to apply, please visit our website via the “Apply” button below.