Transfers Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeTransfers Full time $90,000 - $120,000

Job Role: Transfers Specialist

The ideal candidate will be a detail-oriented and proactive individual, playing an important part in our team's success. They will administer and process all Transfer instructions, ensuring beneficial owners receive accurate and timely service.

  • Process daily Transfer instructions, delivering them promptly to maintain high levels of customer satisfaction.
  • Maintain records for transparency in administration processes and ensure compliance with regulatory requirements.
  • Review performance reports, take ownership of exceptions, and provide feedback and resolution as needed.
  • Participate in projects/tasks to enhance operational efficiency, including system and process enhancements.

We are looking for a candidate with at least 2 years' experience in Investment Operations, familiarity with financial markets and wealth management products, and excellent organizational, administrative, and time management skills.

This role requires strong analytical and problem-solving skills, as well as the ability to work collaboratively with management and other team members to enhance documented processes for greater efficiencies and controls within the business.

Regular reviews and updates of role and product-related procedures are essential for the success of this position.

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