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Job Title:

Transfer Agency Team Leader - London, United Kingdom

Job Description:

A top tier Custodian is recruiting for a Transfer Agency Team Leader. The successful candidate will be responsible for supervising and supporting a team of Analysts and Senior Analysts within a busy Transfer Agency team. Previous team leadership experience and skills will be required to excel within this role.


Responsibilities include but are not limited to:


  • The department is responsible for client and investor document management, processing and quality checking of transactions and updating the registers of our client’s funds in response to investor instructions
  • Oversight of the processing and quality checking of a wide range of dealing transactions
  • Day to day oversight of the document management process, ensuring that investor’s instructions are scanned into the workflow system accurately and timely
  • Investigate and resolve enquiries and exceptions
  • Prepare financial reports ensuring conformity to professional and regulatory requirements
  • Responsible for work flow distribution and the effective use of resource within the team
  • Ensure all procedures are kept up to date and are adhered to on a daily basis
  • Assist the Team Manager in establishing goals and objectives for the team
  • Generate process and system enhancement ideas and co-ordinate the introduction of these changed with supporting documented procedures
  • Conduct performance management, career development processes, staffing and disciplinary actions


 The successful candidate is likely to have:


  • IOC/IAQ examination is desired
  • Transfer Agency/Third Party Administrator experience
  • Leadership qualities
  • Analytical and problem solving skills







Job ID:

Dept ID:

London, United Kingdom

Banking / Transfer Agency

Job Type:
Temp Position

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Job Title: Transfer Agency Team Leader

Location: London, United Kingdom

Job Type: Temp Position

Reference ID: 828076

Posted Date: 13/08/2019

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