Ta Administrator

Apex Group

Chelmsford, UK
Market related; not specified; competitive benefit...
Oversee new account set up processes
Ensure timely contract note dispatch
Manage aml/kyc compliance requirements
The role involves overseeing transfer agency functions including new account setup and standing data amendments in Chelmsford or Wimborne

Job Summary

  • The role involves overseeing transfer agency functions including new account setup and standing data amendments in Chelmsford or Wimborne.
  • Candidates must ensure all dealing inputs are verified on the date of receipt and contract notes are dispatched within 24 hours.
  • The position requires maintaining strict adherence to FCA regulations, specifically regarding CASS rules and client money reconciliations.

Matching Summary

The role involves overseeing transfer agency functions including new account setup and standing data amendments in Chelmsford or Wimborne.

Salary

Market related; Not specified; Competitive benefits package

Skills & Requirements

Must-have

  • Oversee new account set up processes
  • Ensure timely contract note dispatch
  • Manage AML/KYC compliance requirements
  • Execute daily client money reconciliations
  • Resolve CASS rule breaches within 24 hours

Nice-to-have

  • IOC competency or willingness to qualify
  • Ability to propose process enhancements
  • Strong communication skills for team collaboration
  • Experience with regulatory trend analysis

Key Requirements

  • Suitable qualifications relevant to duties
  • CASS experience highly desirable
  • Excellent written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter