We offer extensive knowledge and experience across multiple jurisdictions including Bermuda, London, South Africa, Cayman Islands, Mauritius and Singapore (2020). Our Clients cover a wide range of industries including: Financial Services, Legal, Re/Insurance, Regulators, Investment/Funds, Technology/Telecoms, Hospitality, & Healthcare. Our Services include: Interim and Secondment solutions: We have a selection of highly qualified and personable staffing resources.
Transfer Agency - Trade Processing (Various roles)
Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement
Identify and resolve problems within the defined procedures
Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
Ability to support, guide & train other team members
Should have the ability to understand & handle complex queries
Strong domain knowledge is essential & understanding of TA businesses
Well versed with preparation and review of SOPs/Process flow charts
Able to identify & implement various process control
Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled
Ability to prioritize multiple tasks by utilizing effective time management skills.
Duties are not exhausted.
Required skills:
Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder
Motivational skills - Performance standards, achieving results and persistent.
Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks
Flexible enough to work in any shifts as per business needs
Prior Transfer Agency processing experience is required
Bachelor’s Degree in Commerce is desires
2-8 years of relevant experience
Ability to work under pressure and should be able to handle multiple projects
A good understanding of effective risk management & it’s execution
Effective verbal reasoning and numeric skills
Excellent planning and organization skills
The candidate should be able to understand the intricacies of TA business & it’s impact on other related functions
Qualification and Experience:
Prior Transfer Agency processing experience is required
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