FTC - Associate - Transfer Agency

Job Description

Title Associate - Transfer Agency - FTC (Temp

Department      Transfer Agency India 

Location Gurgaon

Reports To       Team Leader - TA India

Level Operational Processing - 1

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our TA INDIA team and feel like you are part of something bigger..

About your team

The TA India team is responsible for processing dealing and account maintenance activities on behalf of our clients in line with the Service Level Agreements (SLA) in place for our UK and Lux funds. Achieving our high accuracy and timeliness rates is dependent on the ongoing development of our teams and procedures which are reviewed on an ongoing basis and building on our strong network across multiple locations and functions.

About your role

The role is to handle the Transfer Agency operational processes such as the creation of client accounts, account maintenance, document control, and process client trade instructions. The objective is to provide stellar service to our clients with a high degree of accuracy in line with our procedures, policies and service level agreements.

About you

• Ensure tasks are completed in line with industry standards, FIL policies, procedures, and regulatory guidelines
• Ensure deliverables are met in an accurate and timely manner whilst adhering to a zero tolerance for error
• Process operational tasks assigned in line with our service level agreements
• Effectively communicate and report operational risks and errors to business partners and management
• Understand the importance of managing risk, ensure procedures are updated and followed thus minimising operational risk across the team.
• Participate in team meetings
• Follow up on outstanding issues and problems and escalate when appropriate
• Ensure daily tasks are completed in line with internal Legal, Risk, Compliance policies
• May need to work in multiple shifts as per business requirement
• May need to work extra hours based on operational requirements
• May need to work on UK Bank holidays
• Handle any other tasks assigned by your line manager
• Attend relevant training required to understand regulatory, compliance landscape.
• Work with your manager to identify development needs and complete this in a timely manner

Skills and Qualifications Required

• B. Com or higher degree (or equivalent) in Finance, Business, or related discipline
• Fluent in English
• Good time management, problem solving and communication skills
• Detail oriented, good logical thinking
• Good Analytical Skills - accurate & numerate
• Good facilitation skills- the ability to bring people together to work through an issue
• The ability to work under pressure, prioritise and organise own time
• Excellent planning and organisational skills
• Energetic, with strong inter-personal skills and keen to work in a fast-paced environment
• Organised and excellent time management skills and an ability to juggle multiple tasks and prioritise

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

For more about our work, our approach to dynamic working and how you could build your future here, visit