We are looking for Transfer Agency Administrators to join our team based in Edinburgh on a fixed term basis for 6 months. This role will involve general investment administration, processing client instructions and maintaining investor records for various financial products. Whether you're experienced in working within a Transfer Agency or have a good financial services background, this is an exciting opportunity as we recognise the value in different perspectives and as such, we are encouraging applications from candidates across the financial services sector.
Your Responsibilities:
- Maintain records of investment products bought and sold
- Process customer requests for change of detail and related updates
- Ensuring all critical controls are adhered to in day-to-day process
- Provide a high level of customer service to clients
- Continually develop and refine your personal skill and knowledge to improve support
Your Competencies and Past Experience:
- A background in financial services processing, ideally from within a Transfer Agency however we welcome candidates with a background in investment, asset management or general financial services
- Strong customer focus, ensuring we always do the right thing for the customer
- Confident, professional manner with an ability to handle pressure and work to strict service level agreements
- Experience of using MS Office applications (Excel, Word) as well as experience of any financial systems
- Good numeracy skills and an ability to handle large quantities of financial data
Benefits:
- Discretionary annual bonus (up to 5%)
- Company pension scheme membership
- 23 days holidays + 8 bank holidays
- Holiday allowance rising with promotion
- Gain professional accreditation on completion at no extra cost through our bespoke 24/7 professionally accredited online learning and development tools
- 24/7 access to a wide range of books
- Receive a wide range of retail discount shopping schemes
- Access to our Confidential Helpline is available to be used by you and your family
- Get to volunteer in our own employee communities throughout the working day
- Develop your career through a wider global organisation of the TCS family
Don't miss this competitive opportunity, apply today!
The Location:
Edinburgh
- Based within City Centre
- Great connections to public transport
- Restaurant and coffee bar available onsite
