Banking Operations

Transfers Administrator

Ref: 884| Posted: 21st Jul 2021

Our Financial Services client is one of the leading independent wealth management companies in the UK and they are looking for a Transfers Administrator to join their Business Support team on a 6-month FTC. You will be required to support implementation of replacement operations system. This Transfers Admin role will involve maintenance of procedure documentation, execution of user testing, and migration, implementation and business readiness activities.  This role is available on a temporary basis to join the team in Edinburgh. 
  • Must be able to demonstrate experience in Financial Services Role
  • Ideally gained in Transfers Administration position, with exposure to transferring assets/cash from other institutions
  • Exposure to Avaloq Smart Client or Altus Transfer Gateway (ATG) highly desirable
  • Experience of a range of Account types (GIA, ISA, Charity etc.), Asset types (Funds, Equities, Bonds etc.) and Custodians (Clearstream, CREST, BoNY, etc.)
  • Experience of previous system replacement projects advantageous
  • Must be IT literate, proficient in Microsoft Office particularly Excel
  • Accurate data entry skills
  • Ability to adapt to new systems
  • Organisational, time-management and communication skills critical
  • Experience in a Client service environment, effective communication skills; written and oral
  • Desirable to be working towards IOC Merit Award with a minimum of 2 exam passes
  • Take ownership of role and share expertise with others
  • Assist with the efficient running of the team to ensure a high level of client service
  • Demonstrate personal commitment to the successful and accurate completion of tasks
  • Document and update team procedures in line with audit and regulatory requirements
  • Use experience to provide advice and support to team members and contribute to the development of the team
  • Assist in the teams quality, accuracy and productivity measures
  • Support the Manager in production of relevant MI
  • Work with Manager to identify areas for continuous improvement to working practices
  • Support delivery of projects where appropriate
  • Demonstrate personal integrity and always ensure confidentiality
  • Use experience to support coaching and training of other staff members
  • Escalate issues to Manager when required and suggest practical solutions
  • Participate in effective meetings
  • Understanding of the Risk and Controls Self-Assessment (RCSA), AAF and CASS controls within team
  • Proactively identify and escalate potential risks and suggest practical solutions
  • Ensure timely reporting of all Operational Issues, Risks and Near Misses
  • You may be requested to carry out additional duties to those above
Competitive Salary and Benefits Package