Back to job search

Transfer Agent - Boutique Privat Equity Firm

  • Location:


  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:


  • Contact:

    Aaron Cawley

  • Contact email:

  • Job ref:


  • Published:

    etwa ein Monat her

  • Expiry date:


Our client, a a private wealth management group, is looking for a self-starting, highly-motivated Transfer Agent to join their dedicated team.


  • Performing checks and reviews on all aspects of transfer agency value chain
  • Control and Oversight of Investor reporting
  • AML/KYC Monitoring
  • Review and support of on-boarding new clients; document review/system set-up
  • Investor and client reporting preparation
  • Liaise with internal teams on issues relating to FATCA and CRS

The candidate;

  • Completed bachelors degree
  • Minimum 2.2 honours degree
  • Education/experience in AML/Compliance is a bonus
  • Highly motivated and innovative mindset
  • Analytically strong with organisational skills
  • Problem solver
  • Microsoft suite


  • Highly competitive salary with contributory pension benefits
  • Bonus (annual - 10-15%)
  • Study package
  • 24 days AL
  • Health insurance

Image 2020 11 03 T18 21 29

The latest OJ Webinar

Are you looking to relocate?