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FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. It partners with banks, insurers and asset managers to help consumers better achieve their financial goals. FNZ's technology, transaction and custody services enable their clients to provide best-in-class wealth management solutions to fi...
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General
Responsibilities will include the following:
Internal/External Reporting
Testing
Role Overview:
To ensure that daily tasks within the transfer agency are completed in a timely manner, the candidate will have to work to tight deadlines daily and be able to carry out tasks as per outlined in departmental procedures. The role-holder will understand the governing FCA rules – in particular COLL and CASS and will demonstrate understanding as part of their role. There will be the opportunity to be involved in future on-boarding projects within the company. Responsible for maintaining the legal register for each appointed Authorised Corporate Director, with dealing and registration of each client.
Educational Requirements (Educational/academic qualifications)
Skills & Experience
Technical / Special Requirements (PC Skills / Product Knowledge / Specific Competencies)
Personality and Attributes
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