Transfer Officer

Sanderson Recruitment; Liverpool; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading asset management company seeks a Transfers Officer for a 6-month fixed term contract in Liverpool. The role involves managing all asset transfer activities, both internal and external. Candidates should have strong problem-solving skills, thrive in detail-oriented environments, and work well with internal teams and external partners. This position offers a hybrid work model, providing flexibility while ensuring adherence to regulatory requirements.

Qualifications

• Experience in asset transfers and operations.
• Detail-oriented with strong problem-solving skills.
• Ability to work collaboratively with teams and clients.

Responsibilities

• Process asset transfers in and out across multiple products.
• Manage internal transfers arising from client status changes.
• Monitor transfer progress and resolve issues.

Job description

Job Description

Transfers Officer ( 6 month Fixed term contract )

• Cheshire - hybrid
• Salary - dependent on experience

My client, a leading asset management company in the city are actively looking for a Transfers Officer to join their operations Department within a dedicated Transfers Team. Reporting to the Transfer Manager, you will be responsible for managing all activities relating to asset transfers, including transfers in and out, internal movements, and APS transfers. This role is ideal for someone who thrives in a detail-driven operational environment and enjoys working closely with internal teams and external counterparties.

Responsibilities:

• Process asset transfers in and out across multiple products, platforms, and account types
• Manage internal transfers arising from changes in client status (e.g., tax documentation, trust distributions, bereavement, spouse-to-spouse transfers)
• Monitor transfer progress, resolve issues, and elevate where necessary
• Facilitate depot movements and ensure accurate record-keeping
• Set up nominee accounts and provide KYC documentation when required
• Handle report uploads and downloads (e.g., IFDS)
• Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data
• Ensure adherence to regulatory requirements and demonst...