Job Description
Transfer Agency team which includes functions like dealing, registration, indexing, and other administrative operations.
Roles and Responsibilities
- Use effective written and verbal communication skills.
- Apply excellent working knowledge of Microsoft applications, including Word, Excel, and Outlook.
- Maintain 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, including placing dealing orders, opening client accounts, and updating or amending clients' personal information on accounts.