Operations Executive - Transfers In - Expiring soon!
Posted 05/04/2024 by Evelyn Partners
The position requires close co-operation with all other Transfer in Team members, as well an interaction with other operational areas across the entire business and stakeholder departments to deliver a high-quality transfer out service.
Key Responsibilities
The Transfers In team member is required to report directly into the Transfers In team manager and support day-to-day activities such as (but not limited to):
The Transfers In team member is required to report directly into the Transfers In team manager and support day-to-day activities such as (but not limited to):
- To ensure all client transfers In are dealt with promptly and accurately, including liaising with and building good working relationships with external third parties,
- Respond to queries from front office teams such as Investment Management & Client Services in a timely manner.
- Ensure all incoming queries from External Parties are monitored and responded to daily.
- Identify any weaknesses in internal controls and recommend potential improvements.
- Assist in the collation of MI relating to Transfers In functions, highlighting issues to the team manager upon exposure.
- Participate in, and contribute to, any ad-hoc project-related work where necessary.
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- 406000226518253
- Job ID:
- 1258000000000267723
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