Transfer Officer ( Fixed term contract )
12 days ago
Bath
Transfers Officer ( 6 month Fixed term contract ) • Cheshire - hybrid Responsibilities: • Process asset transfers in and out across multiple products, platforms, and account types, • Manage internal transfers arising from changes in client status (e.g., tax documentation, trust distributions, bereavement, spouse-to-spouse transfers), • Monitor transfer progress, resolve issues, and escalate where necessary, • Facilitate depot movements and ensure accurate record-keeping, • Set up nominee accounts and provide KYC documentation when required, • Handle report uploads and downloads (e.g., IFDS), • Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data, • Ensure adherence to regulatory requirements and demonst...