Associate

About the Role

• Join the Transfer Agency team, which includes functions like Dealing, Registration, and Indexing.

Key Responsibilities

• Accurately process, record, review, and complete various administrative operations in a timely manner, including but not limited to:
• Placing Dealing.
• Opening accounts of clients.
• Updating/amending client’s personal information on the account.

Requirements & Tech Stack

• Effective communication skills, both written and verbal.
• Excellent working knowledge of Microsoft applications (e.g., Word, Excel, Outlook).
• Good knowledge of financial products like Mutual Funds, Pension products.
• Ability to work to tight deadlines and follow processes.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field.