2 часа назад
Transfer Agency Senior Representative
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Transfer Agency Senior Representative (Financial Services): Processing and reconciling investor transactions, preparing operational reports, and supporting controlled transfer agency operations with an accent on accuracy, risk controls, and client service. Focus on handling complex transactions, escalating issues, maintaining procedures, and collaborating with local and global teams.
Location: Hong Kong
Company
is a global financial services firm providing custody, fund accounting and administration, foreign exchange, and technology solutions to asset managers and financial institutions.
What you will do
- Input, validate, assign, monitor, and reconcile transfer agency investor transactions.
- Handle transactions requiring special processing and follow them through to completion.
- Prepare and monitor internal and external operational reports.
- Review and update checklists and procedures with supervisors or managers to improve service standards and controls.
- Escalate issues and errors promptly while adhering to risk controls, client policies, and firmwide procedures.
- Respond to internal and external enquiries and collaborate with local and global teams on projects and service delivery.
Requirements
- BA/MS degree or equivalent professional experience.
- 1–3 years of professional experience, preferably in transfer agency or financial services.
- Strong attention to detail, logical thinking, problem-solving skills, and the ability to manage multiple tasks under pressure.
- Good knowledge of Microsoft Word, Excel, and PowerPoint.
- Fluency in written and spoken English is required.
- Willingness to provide rotational work coverage during Hong Kong bank holidays when needed.
Nice to have
- Knowledge or prior experience with Multifonds TA.
- Fluency in Mandarin and Cantonese.
Culture & Benefits
- Partnership-oriented environment focused on long-term client and employee relationships.
- Collaboration across diverse local and global teams.
- Opportunities to contribute to projects and initiatives beyond the daily role.
- Guidance and mentoring from experienced leaders.
- Rewards and benefits supporting personal, physical, and financial wellbeing.
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