3 дня назад
Transfers Officer (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Transfers Officer (Fintech): Managing end-to-end asset transfers on and off the FNZ platform with an accent on transfer accuracy, settlement coordination, regulatory compliance, and client service. Focus on investigating transfer requests, reconciling custody positions, monitoring fund manager reports, and improving operational processes.
Location: Edinburgh, United Kingdom; hybrid
Salary: Competitive, plus benefits
Company
provides a global wealth management platform integrating technology with business and investment operations for financial institutions.
What you will do
- Manage electronic and paper-based asset transfer processes.
- Transfer platform holdings into and out of custody and maintain accurate transfer positions.
- Issue stock transfer forms and use electronic solutions for re-registration.
- Investigate transfer requests, resolve client queries, and support inbound calls from corporate clients and plan managers.
- Liaise with fund managers, brokers, counterparties, and internal teams to agree trade and settlement instructions.
- Monitor daily fund manager reports, provide team MI, and support continuous process improvement.
Requirements
- Degree or equivalent experience.
- Strong customer service experience, including retail or contact centre experience.
- Proficiency in Excel and data analysis.
- Excellent communication and interpersonal skills.
- Ability to work accurately, meet deadlines, solve problems, and maintain strong attention to detail.
- Financial services and FCA regulations knowledge is desirable; full training is provided.
Culture & Benefits
- Collaborative, supportive, and motivating work environment.
- Private health and life insurance with additional benefits.
- Fully funded training and development opportunities.
- Paid parental and volunteer leave.
- Cycle-to-work scheme and wellbeing benefits.
- Hybrid and flexible working options, with opportunities for global mobility across offices.
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