Technical Co-Ordinator - Transfer Agency (Registration)
About the Company
A leading global financial services organisation providing investment servicing, asset management and wealth solutions to institutional and private clients worldwide. With a long-established presence and international operations, the company delivers innovative solutions supported by advanced technology and a strong client-service culture.
The organisation is committed to fostering an inclusive and diverse workplace and supports employees through professional development, collaboration and career progression opportunities.
Role / Department
The Transfer Agency department provides third-party fund administration services to a range of fund management companies, covering the full spectrum of shareholder servicing functions including dealing, registration, finance and investor services.
This is a growing, international function operating across multiple locations and offers a fast-paced environment with strong career development opportunities.
The Registration Team is responsible for creating new investment records and maintaining existing client, investor and agent records in line with regulatory, compliance and operational requirements.
Reporting directly to the Registration Team Leader, the successful candidate will manage an assigned portfolio of clients and ensure responsibilities are completed within strict regulatory and operational guidelines. The role also involves supporting junior team members, validating and reviewing work, and identifying and implementing process improvement opportunities.
Why Apply?
This opportunity offers the chance to join a fast-paced team within a growing organisation. The role provides exposure to multiple teams and departments while allowing candidates to further develop their Transfer Agency and registration expertise. A strong support structure is in place to help new team members integrate and succeed.
Key Responsibilities
- Day-to-day processing activities, quality checks and assurance
- Oversight of processing quality and timeliness across offshore support teams, liaising with local management where required
- Escalation point for unresolved Transfer Agency issues
- Daily client reporting relating to outstanding registration requirements
- Workflow queue management and analysis
- Achievement of monthly KPI targets
- Procedure maintenance and adherence to change control processes
- Ensuring compliance with regulations and client-specific processing requirements
- Collaboration with internal teams and project groups on assigned initiatives
- Maintaining appropriate segregation of duties and operational controls at all times
Skills & Experience
The successful candidate is likely to have:
- Previous experience within Financial Services
- Understanding of Anti-Money Laundering (AML) regulations and the current regulatory environment
- A proactive mindset with the ability to identify and implement process improvements
- Ability to work independently and use own initiative
- Customer service experience
- Strong attention to detail and time management skills
