Transfers Administrator
Charles Stanley, Chelmsford
- Full time
- Permanent
Apply on company site
Quality Assurance Analyst
Charles Stanley, Chelmsford
- Full time
- Permanent
Apply on company site
Compliance Advisory Senio...
Ss&c Technologies, Inc., Fryerns, Basildon
- Full time
- Permanent
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Salary not available. View on company website.
Charles Stanley, Chelmsford
- Onsite working
- Full time
- Permanent
Posted 5 days ago, 13 Feb
Job ref: a210b59dfae545c1bcb24e018e57cee8
Full Job Description
Job Purpose: To efficiently manage the transfer of GIAs, ISAs, Pensions, and Trusts to new providers and internal accounts. Main Areas of Responsibility:
- Process the transfer of client portfolios (GIAs, ISAs, Pensions, and Trusts) to new providers via paper-based instructions and the Altus Transfer Gateway/Equisoft.
- Instruct and follow up on Unit Trust, CREST, and overseas transfers to ensure timely settlement.
- Manage cash payment instructions.
- Communicate with new providers and internal parties (Investment Managers, Assistants, and other departments) via email and telephone.
- Monitor the progress of each transfer to completion, ensuring residual income is paid away and accounts are zero-balanced for closure.
- Respond to transfer-related queries by monitoring relevant mailboxes.
A-Level education or equivalent. - Experience or knowledge of handling tax-wrapped products is advantageous but not essential.
- Experience or knowledge of a Wealth Management environment is advantageous but not essential. Knowledge & Skills:
- Understanding of Custody & Transfer Out Administration.
- Proficiency with the Altus Transfer Gateway system.
- Awareness of CASS rules and Money Laundering regulations.
- Excellent IT skills, particularly in MS Word and Excel.
- Flexibility to manage heavy seasonal workloads and meet stringent deadlines.
- Proactive team player with the ability to multitask and prioritise workloads.
- Self-motivated with strong communication skills.
- High attention to detail and accuracy.
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