Job Title

Junior Transfer Agent

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Job Description

Company Introduction

Our Client is a leading company that offers the full range of Financial Services

Job Responsibilities and Duties 

  • Completing AML checks on shareholder accounts;
  • Processing subscription / redemption order requests;
  • Maintaining the shareholder registers of the various funds under administration;
  • Providing periodic reporting of shareholder trading activity to Fund Managers;
  • Liaising with investor queries on an ongoing basis;
  • Managing the transfer agency relationship with Fund Managers;
  • Processing outgoing payments.

Experience 

  • Experience in the sector would be considered an asset.

Personal Skills

  • Be a good team player;
  • Have a good working knowledge of Microsoft Office, especially Excel;
  • Have excellent organisation and communication skills;
  • Demonstrate the ability and initiative to handle increasing responsibility over time;
  • Have excellent English, both written and spoken.
Tags: Calling Clients, Client Relations, Customer Service, English, Maltese, Payments, Report Writing, Reporting, Written and Oral English Communication

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