PwC
Banking and Capital Markets
SeniorTransferAgent(m/f/d)
“Senior Transfer Agent (m/f/d) at PwC. Skills: Fund Administration, Transfer Agent, AML/KYC, Accounting, Tax. participation in all areas of Fund Administration, Accounting and Tax for a variety of complex alternative structures. Be responsible for a portfolio of international clients investing in varied alternative asset classes and industry specific”
What You'll Achieve.
ensuring all deliverables and deadline are met; continuously improving client relations and developing our business; provide best value to our clients
Industry & Context.
Analytical Thinking; identify areas of improvements and propose solutions/ mitigating
Available for Work Visa Sponsorship? Yes
What They're Looking For.
Must Have
sound knowledge of the transfer agent processes, develop the key skills required to become a reliable member of the team
Nice to Have
develop both technical and relationship skills
What You'll Do.
participation in all areas of Fund Administration
Accounting and Tax for a variety of complex alternative structures
Be responsible for a portfolio of international clients investing in varied alternative asset classes and industry specific
Provide a high quality service to clients
ensuring all deliverables and deadline are met and in line with PwC Internal quality
Ensure all clients queries are answered in a timely
Ensure early escalation of issues to your manager as appropriate
identify areas of improvements and propose solutions/ mitigating
Process investor transactions such as drawdowns
distributions and transfers
handling all relevant payment related to investors transactions and reconciliation of bank
Perform the AML/KYC preparation
analysis and set-up of the investors’ files eg. Individual
Regulated entity and the ongoing review of the existing s
Provide support to the other fund operation teams as required from time to time
Act as a main contact for our clients continuously improving client relations and developing our business
Coach and mentor the associates working within your team
How You'll Work.
Team & Collaboration
Working in a team; Working closely with your Managers; Build close working relationships with other teams in our Accounting and Tax practice to create synergies, tailored solutions and provide best value to our clients; Coach and mentor the associates working within your team
Communication Scope
Communication
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