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Senior Associate Transfer Agency
2 weeks ago
Senior Administrator Transfer Agency
Role Location:
South Africa
Department:
Transfer Agency Team
Employment Type:
Full Time Permanent
The Role & Key Responsibilities:
- Receive and review investor documentation and ensure that documentation is verified in a timely manner, follow up with investor on missing or original documentation;
- Ensure that the necessary documentation and information pertaining to the investors are captured in line with relevant product and process rules
- Ensure that all Investor transactions are processed in a timely and accurate manner;
- Maintenance of investor registers
- Identifying any gaps in controls and processes and putting process improvement suggestions forward in a professional manner
- Ensuring adherence to all policies & procedures, relevant laws and regulations
- Working as part of a larger global team in the case of outsourced activities and able to work flexible hours
- Must be able to service any investor queries understand & handle complex queries
- Strong domain knowledge is essential & understanding of TA businesses
- Where applicable confirm AML status with Compliance and Operational Teams
Skills Required:
- 5+ years Transfer Agency experience
- FATCA/CRS ability to review Self Certification documents, classify accounts and understand XML reporting requirements
- Knowledge of Transfer Agency operational processes and its integration with AML processes
- AML Knowledge of local and global requirements is advantageous
- Strong planning and organizational skills
- Strong communication (verbal and written) and problemsolving skills
- The ability to work with all levels within the organization
- The ability to adapt to changing priorities and varied decisionmaking scenarios
- An understanding of fund structures and the fund administration business and ensuring more junior staff have sufficient knowledge and skills
- The ability to work to tight deadlines in a proactive fashion
- Ability to identify opportunities for process improvements and to communicate same effectively
What you will get in return:
- A genuinely unique opportunity to be part of an expanding large global business
- Exposure to all aspects of the business, crossjurisdiction and to working with senior management directly
Additional information:
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
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