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)
• Valuable 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