Job Title: Associate/Senior Associate
Process: Transfer Agency
Work Setup: Work from Office
Qualification: Bachelor’s degree in finance, Business Administration, Accounting, or a related field.
Job Description
Transfer Agency team which includes functions like dealing, registration, indexing, and related activities.
Roles and Responsibilities
- Use effective written and verbal communication skills.
- Demonstrate excellent working knowledge of Microsoft applications, including Word, Excel, and Outlook.
- Apply knowledge of financial products such as mutual funds and pension products.
- Work to tight deadlines and follow processes.
- Accurately process, record, review, and complete various administrative operations in a timely manner.
- Place dealing transactions.
- Open client accounts.
- Update or amend clients’ personal information on accounts.