Transfer Agency Specialist, Asset Custody Department
Central and Western DistrictOperations
About the role
FinEx AI summary
Perform transfer agency activities including client onboarding, trade processing, settlement, and annual review. Collaborate with internal teams to resolve operational issues and ensure regulatory compliance. Requires 2-4 years experience and knowledge of fund structures.
Core skills
Transfer AgencyClient on-boardingTrade processingSettlementAnnual reviewProcess engineering
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