Transfer Agency Oversight Associate
at Columbia Threadneedle Investments
London EC4N, England, United Kingdom -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 27 Dec, 2024 | Not Specified | 30 Sep, 2024 | N/A | Good communication skills | No | No |
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Description:
In this role you will be supporting the successful day to day oversight controls and administrative tasks relating to TA operational and investor servicing activities for EMEA fund ranges.
Ensuring a high-quality service is provided by actively monitoring available data including KPIs and SLA’s and liaise with relevant internal/external parties to ensure issues are resolved and efficiencies implemented in a timely and effective manner.
Working with internal departments and the relevant suppliers to support the delivery of business and client demands. Providing a platinum level of service and support bespoke processes involved in the Columbia Threadneedle funds and Savings Schemes businesses.
Ensuring issues/incidents are effectively managed, communicated and reported internally and thematic reviews are conducted where required.
Supporting operational efficiencies, displaying exceptional attention to detail.
Ensuring adequate internal/external procedures are established, documented and adhered to.
Responsibilities:
- Experience in transfer agency operations, administration and regulation
- Good knowledge of fund structures, particularly non-UK funds
- Strong interpersonal skills and work effectively within a team environment
- Ability to prioritise work and identify business pressure points
- Ability to organise, prioritise and multitask
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
London EC4N, United Kingdom