Transfers Analyst SME - Edinburgh - Competitive Salary
I am working on a new and exciting opportunity for an experienced Transfers Analyst 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 of Transfers Analyst SME role:
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
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