Asset Transfer Administrator

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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.

Salary: £24,000 to 38,000 Per Year

Job Summary

Isle of Man
Ref ID: 4625
£24,000 to 38,000 Per Year