Senior Asset Transfers Associate
other jobs Sterling Williams LTD
Added before 7 Days
- England,London,City of London
- Full Time, Permanent
- £65,000 - £70,000 per annum
Job Description:
Senior Asset Transfers Associate
9 Month FTC
Hybrid
Circa £65,000/£70,000
About The Role
Sterling Williams are seeking a Transfers Associate, to join a fantastic Investment/Wealth Management firm in London. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner.
Responsibilities:
*Check and process transfer requests received from relationship management teams, liaising with third parties regarding settlement and inputting instructions into system
*Proactively liaising with product providers and internal client services teams to ensure a smooth
*and efficient asset transfer process
*Responsible for sending regular, clear and detailed updates to the client services teams with regards to the status of on-going transition activity
*Communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from
*Efficient tracking and reporting of assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer
*Management of Transitions mailbox, post and telephone queries
*Process transfers through our electronic reregistration system
*Monitor reports and systems to check for receipt of funds and assets, process cheques for the custodian to apply to the account
*Maintain relationships with third party administrators, Fund Managers and custodian
The Successful candidate will have
*Prior experience within a transitions team
*Knowledge of tax wrapper structures including ISA, GIA, and SIPP
*Accuracy, thoroughness and attention to detail
*Organisation and prioritisation skills to manage own workload to meet deadlines
*Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant
*Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently
9 Month FTC
Hybrid
Circa £65,000/£70,000
About The Role
Sterling Williams are seeking a Transfers Associate, to join a fantastic Investment/Wealth Management firm in London. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner.
Responsibilities:
*Check and process transfer requests received from relationship management teams, liaising with third parties regarding settlement and inputting instructions into system
*Proactively liaising with product providers and internal client services teams to ensure a smooth
*and efficient asset transfer process
*Responsible for sending regular, clear and detailed updates to the client services teams with regards to the status of on-going transition activity
*Communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from
*Efficient tracking and reporting of assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer
*Management of Transitions mailbox, post and telephone queries
*Process transfers through our electronic reregistration system
*Monitor reports and systems to check for receipt of funds and assets, process cheques for the custodian to apply to the account
*Maintain relationships with third party administrators, Fund Managers and custodian
The Successful candidate will have
*Prior experience within a transitions team
*Knowledge of tax wrapper structures including ISA, GIA, and SIPP
*Accuracy, thoroughness and attention to detail
*Organisation and prioritisation skills to manage own workload to meet deadlines
*Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant
*Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently
Job number 3487476
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.