SENIOR ASSOCIATE

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.

: 
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)
• Good 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