Transfers SME

Recruiter
HRC Recruitment
Location
Edinburgh
Posted
11 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
I am working on a new and exciting opportunity for an experienced Transfers SME to join a leading Investment Banking group in Edinburgh city centre. With a competitive and negotiable salary and benefits package on offer for the right candidate.

This is a fantastic time to join a forward thinking, innovative and exciting workplace who have their employees and customers at the heart of everything they do. This firm encourages a supportive and family environment, where their employees work hard and are rewarded with career progression paths and learning and development.

Overview:

Responsible for management of assets transferring on and off the company’s platform.

Role Responsibilities

• To transfer platform holdings in and out of 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’s Nominees Ltd 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.

Responsibilities:

• Working to multiple cut offs, often with tight deadlines
• Ability to work accurately and efficiently under pressure
• Qualifications: FS Industry recognised qualifications- IOC, Investment Certificate or CFA or working towards.
• Experience: 1 plus years in a similar role.
• Crest Settlement experience would be beneficial

Contact Neil Greene at HRC Financial Service Scotland

HR Consultancy acts as both an employment business and an employment agency

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