Transfer Officer (Fixed term contract)

New Yesterday

Transfers Officer (6 month Fixed term contract)
Cheshire - hybrid
Salary - dependent on experience
My client, a leading asset management company in the city are actively looking for a Transfers Officer to join their operations Department within a dedicated Transfers Team. Reporting to the Transfer Manager, you will be responsible for managing all activities relating to asset transfers, including transfers in and out, internal movements, and APS transfers. This role is ideal for someone who thrives in a detail-driven operational environment and enjoys working closely with internal teams and external counterparties.
Responsibilities:
Process asset transfers in and out across multiple products, platforms, and account types
Manage internal transfers arising from changes in client status (eg, 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 (eg, IFDS)
Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data
Ensure adherence to regulatory requirements and demonstrate effective risk ...
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Location:
Chester
Job Type:
FullTime
Category:
Accounting & Finance

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