Transfer Officer

2 weeks ago

Gurugram, India FNZ Group Full time

Job Description Team Responsibilities: - Manage all Transfer processes efficiently and accurately via both electronic and paper processing. - Ensuring all Transfer processes meet regulatory and industry standards. - Liaise with other Operational Teams in order to complete tasks and resolve any issues. - Assist other team members with issues as and when required. - Review and enhance operational processes on a regular basis. - Maintain and create Transfer procedures. - Interact with clients on a weekly basis. - Actively manage and reduce any outstanding client queries and issues. - Monitor and action Fund Manager Reports on a daily basis. - Work closely with Business Risk Champions and Senior Officers to identify and manage operational risk. Specific Role Responsibilities: - To transfer platform holdings in and out of FNZ custody on a daily basis. - Issuing Stock Transfer Forms to Fund Managers. - Working with Electronic Transfer Solutions for Re-Registration. - Ensure all accounts held by FNZ (UK) Nominees Ltd reflect accurate Transfer positions. - Ensure that all platform assets are re-registered within KPI SLA timeframes. - Perform investigation on Transfer in and Out requests. - Managing Pension Cash Transfers for both manual and electronic requests. - Agree Trade Settlement with counterparties and submitting requests to Broker/Crest. - Support inbound calls from Corporate Clients and Plan Managers. - Report team MI on a daily basis. What we offer: - Be part of a successful company that continues to grow and expand into new markets - Unique exposure to UK markets and a broad range of investment products - Global career opportunities - Friendly, open and motivating work environment - Cycle to work scheme - Fully paid private health and life insurance plus other add on benefits - Fully paid training development opportunities - Paid parental leave - Flexible working - Volunteer leave What we are looking for: - Degree educated in a relevant subject - Experience of delivering an excellent level of service to customers - e.g., in a retail or contact centre environment - Experience in using Excel for data analysis - The ability to work accurately and to deadlines - Excellent interpersonal and communication skills - Knowledge of banking and Financial Services (desirable) - Able to demonstrate understanding of FCA regulations (desirable) What will you need to succeed at FNZ - A can-do, adaptable approach. FNZ moves fast - you will need to be willing to learn new things quickly - You will be a self-starter - High level problem solving and quantitative reasoning - Work well in a team and build collaborative relationships with stakeholdersStrong attention to detail

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