IFS Transfer Agency Specialist, Senior Associate recruitment

Regular/Temporary:   Regular • Review subscription / redemption/transfer requests • Ensure funds are received / paid • Review subscription/redemption/transfer documentation for completeness and accuracy • Proactively follow up on outstanding documentation • Reconcile cash movements • Administrative duties include: Coordinate mailings for marketing, reporting, tax, and audit • Ensure compliance requirements are met; including but not limited to: SEC headcount limits; Patriot Act and other anti money laundering requirements • Maintain investor files and register • Oversee team Read more […]

July 4, 2011 • Tags: , , • Posted in: Financial • Comments Off on IFS Transfer Agency Specialist, Senior Associate recruitment