Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for
What you will be responsible for
As Transfer Agency, Registration, Associate 1 you will,
Specific Duties:
Monitor and comply with the fraud escalation chain, including communicating amendments to staff where needed.
Ensure all tasks, including the handling of investor AML calls and queries, are completed accurately and timely, with customer service excellence being a priority.
Ensure all investor communications prepared by you are accurate and written to a highly professional standard.
Collate all client due diligence operational and AML documents, in line with current requirements.
Examine due diligence documents and information on the customer file based on specific trigger events, making sure that they are adequate and up to date.
Escalate any issues arising in a timely manner providing resolution suggestions, as necessary.
Adhere to all procedures in relation to all tasks, with a particular on emphasis on risk management and regulatory compliance.
What we Value
Strong written and verbal communication skills
Possess excellent organizational, planning and co-ordination skills
Ability to work accurately to tight deadlines
Education & Preferred Qualifications
Degree in Accounting or Finance or Business related area (minimum 2.2 honor’s degree)
Excellent administrative, organizational and business support skills, with the ability to multi-task and to work calmly under pressure.
Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
Strong written & verbal communication skills English and German/French/Spanish/Italian
Job ID: 125465
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