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
achieve the strategic objective of personal finance supported by field research and market insights and ensuring in line with overall channel economics and are supported by the income models. Regular and effective reporting