Transfers SME

Recruiter
Meraki Talent Limited
Location
Edinburgh Technopole
Posted
10 Feb 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Meraki Talent are currently recruiting for ’s for permanent roles based in Edinburgh.

The company is going through a period of growth due to recent business wins and they are keen to hire driven individuals to join their journey. They are not looking for people who want a standard 9-5 routine, they want people who are committed to carving out a successful career in the industry.

As well as offering a competitive basic salary, the company can offer rapid career progression for the right individuals along with a relaxed dress code.

Some of the responsibilities will include:

  • To transfer platform holdings in and out of the company’s custody on a daily basis.
  • Issuing Stock Transfer Forms to Fund Managers.
  • Working with Electronic Transfer Solutions for Re-Registration
  • Ensure all accounts held by the company to reflect accurate Transfer positions.
  • Ensure that all platform assets are re-registered within KPI & SLA timeframes.
  • Perform investigation on Transfer In and Out requests.
  • Managing Pension Cash Transfers for both manual and electronic requests.
  • Agree Trade & Settlement with counterparties and submitting requests to Broker/Crest.
  • Support inbound calls from Corporate Clients and Plan Managers
  • Report team MI on a daily basis.

The background of the Transfers SME:

  • Experience of working within Transfers / Transitions / Asset Transfers
  • Ideally be studying towards the Investment Operations Certifica

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