Job Description

Our client currently has a permanent position available within their Investment Management Department for an Asset Transfer Administrator.

A career with them will give you the opportunity to join a successful and fast growing company based in the Isle of Man. With assets of US$23bn and around 550 staff employed worldwide, our client is one of the largest employers in the Isle of Man and represents a great opportunity for candidates looking to further their career in financial services.

The key responsibilities of the role are:

• Process Asset Transfers across all asset types for their personalised portfolio bonds
• Deal with Client, IFA and internal queries delivering excellent customer service
• Management & maintenance of system controls/regional investment rules to ensure regulatory compliance
• Work closely with colleagues to deliver a positive experience for their customers throughout the life of their policy
• Liaise regularly with stockbrokers and global custodians ensuring an efficient/effective transfer process
• Identification of process improvements/controls
• Acting as an SME in key stakeholder meetings/change forums
• Provide overviews of the Asset Transfer process to internal and external parties
• Oversight/maintenance of team procedure notes.

Knowledge and Experience:

• At least 2 years previous experience in an Asset Transfer role
• A strong working knowledge of Microsoft Office in particular Excel.
• Be educated to A-Level standard, Maths advantageous.
• Ability to work accurately under pressure and to strict deadlines
• High levels of accuracy, numeracy, communication & analytical skills
• Have a flexible & adaptable attitude.
• Team Player.