Transfer Analyst
Core
Administer client asset and money transfers for clients joining and leaving the business, ensuring seamless experiences and regulatory adherence.
Role type
Operations Transfer Analyst
Builds
Client transfer workflows and accurate records within the Equisoft platform
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client asset transfer administration, Equisoft platform usage, coordination with global custodians, UK regulatory compliance, tax wrapper knowledge, data accuracy, system workflow management
Preferred skills
Experience with BNY Mellon and BNP Paribas, cross-border asset transfer knowledge, manual and STP transfer processing, Microsoft Excel proficiency
Responsibilities
Coordinate in-specie transfers with internal teams and external providers, liaise with Cashiers for client money movement, track and follow up on outstanding transfer items, update internal systems and perform key checks, process manual and STP transfers via Equisoft, support ad-hoc and rotated tasks
Seniority
Junior to Mid-level, operational support
