Your Area of Work:

The Investment Funds Transfers team encompasses the following facets of work:

• Transfer execution
• Transfer tracing and settlement
• Client queries and client support and training
• Ad hoc projects as required

Your Repsonsibilities:

• Perform document completion for transfers and instruct on portals where required
• Process incoming transfer queries from clients and internal teams
• Gather and maintain TA contact details and transfer procedure requirements
• Transfers tracing
• Identification of reconciliation breaks
• Provide the highest standard of service & support in all dealings with the client
• Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure changes
• Escalate and advise any relevant issues to management as necessary
• Provide a pro-active contribution to ensure individual and team targets and objectives are being achieved within required deadlines
• Liaise and interact with internal departments, fund administrators and third parties as necessary
• Have a continuous improvement mind set to seek out and implement new and better ways of achieving objectives, preventing errors or delays reoccurring, and automating and streamlining processes within the team
• Assist in documenting team procedures
• Assist in project work where required
• Support any other tasks related to IFS projects

Your Profile:

Summary of Key Competencies

• Taking on Responsibility
• Expertise, Willingness to learn
• Communication, Planning and Organisation.
• Results Orientation
   

Qualifications/required skills

• Service orientation with excellent telephone, communication, and analytical skills
• Strong problem-solving skills, accuracy, ability to work independently and as a part of a team in an international environment
• Proficiency in written and spoken English, any other language skills will be an asset
• University degree and/or a comparable qualification
• Knowledge of financial markets and instruments is an advantage
• A critical thinking mindset with an appetite for AI tools and automation considered a distinct advantage
• Dedication, flexibility as well as competent handling of MS Office applications round out your profile