Job Description:

Are you seeking your next Transfer Agency Oversight role within the financial services sector? If this sounds like you, we have a great opportunity for you!

Our client, a global financial services business based in Edinburgh, is recruiting for a Transfer Agency Oversight Associate to join them on an initial contract until October.

• Previous relevant experience, ideally with a background in Transfer Agency


• Excellent communicator with strong influencing skills


• Experience of working in a team environment


• Analytical thinker


• Strong attention to detail and ability to work within tight deadlines

• Investigate and resolve day to day operational queries, issues and incidents across the entire range of services provided by the TAs


• Responsible for Cashflow Dashboard monitoring for pooled funds, and ensuring Portfolio Managers receive timely and accurate cash flow information


• Conduct root cause analysis for operational problem and ensuring appropriate remedial steps are clearly defined and assigned to mitigate risks


• Proactively analyse trends in errors and issues to find opportunities for process improvement


• Prepare and maintain procedures, processes and controls


• Participate in periodic reviews and updates to the operating model/service level documentation


• Responsibility for monitoring the performance of the service provider


• Completion of oversight checks on specific activities at the TA to ensure compliance with agreed service levels


• Monitoring of ongoing performance levels and validation against agreed key performance indicators to ensure service standards are maintained and improved


• Conduct annual due diligence visits on providers issuing formal findings documents as appropriate


• Active participation in business and regulatory-driven projects as an SME representing TA Services

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15589

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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