EXPERIENCE IN TRANSFER AGENCY SERVICES/INVESTOR ADMINISTRATION OF ASSET MANAGEMENT INDUSTRY IS ESSENTIAL Responsible Capture investor detail on in-house developed administration and workflow system Submit approved investor investor instructions to outsourced administrators within agreed timelines. Perform checks to ensure that all all transactions were processed correctly by administrators. Review investor reporting (monthly statements tax certificates etc.) prepared by outsourced administrators for accuracy and complete H4 checklists. Resolve
EXPERIENCE IN TRANSFER AGENCY SERVICES/INVESTOR ADMINISTRATION OF ASSET MANAGEMENT INDUSTRY IS ESSENTIAL Responsible Capture investor detail on in-house developed administration and workflow system Submit approved investor investor instructions to outsourced administrators within agreed timelines. Perform checks to ensure that all all transactions were processed correctly by administrators. Review investor reporting (monthly statements tax certificates etc.) prepared by outsourced administrators for accuracy and complete H4 checklists. Resolve
SECTOR/PROJECT AND CHANGE MANAGEMENT IS ESSENTIAL Accountable for achieving results through other managers 1-2 years. Assist the finance team in keeping accounting processes current and up to date - aligned to audience Commercially minded Qualified Charted Accountant/Actuary Preferably has a proven track record/experience