Transfer Agency Administrator

FNZ

Edinburgh, United Kingdom
Competitive; annual bonus available; benefits incl...
Hybrid
Experience in financial services or investment admin
Strong eye for detail and accuracy
Knowledge of excel and ms office tools
This role involves ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors

Job Summary

  • This role involves ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors.
  • FNZ offers competitive salary, annual bonus, hybrid working, private medical insurance, and paid training for qualifications.
  • The position requires adherence to industry regulations including FCA COLL and CASS while supporting on-boarding for new clients.

Matching Summary

This role involves ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors.

Salary

Competitive; Annual bonus available; Benefits include private medical, life insurance, cycle to work, and wellbeing benefits

Skills & Requirements

Must-have

  • Experience in financial services or investment admin
  • Strong eye for detail and accuracy
  • Knowledge of Excel and MS Office tools
  • Ability to work with daily deadlines
  • Confidence working in regulated environment

Nice-to-have

  • Awareness of AML and KYC principles
  • IOC qualification or modules completed
  • Willingness to collaborate in team
  • Participating in project work as required

Key Requirements

  • Experience in financial services or investment admin role
  • Good working knowledge of Excel and standard MS Office tools
  • Awareness of AML and KYC principles (desirable)
  • IOC qualification or modules completed (desirable)

Work Rights

Not specified

Tailored Resume

Cover Letter