Senior Transfer Agency (TA) Administrator

Senior Transfer Agency (TA) Administrator

A major global financial services organisation is seeking a Senior TA Administrator to work on a contract basis in their Essex office.

Key skills required:

Good knowledge of ISAs, PEPs, Unit Trusts and OEICs (products and rules)

Ability to learn new system and develop procedures

Have a good knowledge of Excel and Word

To be flexible and adaptable.

To be able to work independently as well part of a team.

A high level of accuracy.

Be able to work to strict deadlines.

Key responsibilities:

Specific responsibilities can vary, but primary functions within the Team are the review of new account application forms for Self Certifications, contacting clients to obtain the necessary self-certification where it has not been received and the investigation of pre-existing accounts in order to classify individual accounts and entity accounts correctly for both US and UK FATCA

Please note your CV will not be submitted for this or any other role without your prior approval. 

SQ Computer Personnel Limited acts as both an Employment Agency and Employment Business.