About this role
Job Title: Associate/Senior Associate
Process: Transfer Agency
Work Setup: Work from Office
Qualification: Bachelor’s degree in finance, Business Administration, Accounting, or a related field.
Job Description:
Transfer Agency team which includes the function like Dealing, Registration, indexing etc
Roles and Responsibilities:
- Effective communication skills, both written and verbal
- Excellent working knowledge of Microsoft applications (e.g., Word, Excel, Outlook)
- Good Knowledge of financial product like Mutual funds, Pension product
- Ability to work to tight deadlines and follow process.
- Accurately process, record, review and complete various administrative operations in a timely manner including but not limited, Placing Dealing, Open Accounts of Clients, Update/Amend Client’s personal information on the account