Transitions/Transfers Administrator - Permanent


Contract Type:


Recruiter Name:
Dave Hassett


Transitions/Transfers Administrator

A leading investment management company are currently recruiting for a Transitions Administrator to join their busy team based in London. 
This role will involve tracking and reporting on assets in transfers to internal and external clients daily and responding to all client/colleague enquiries. 

Responsibilities of the Transitions/Transfers Administrator will include: 

  • Processing payments to clients and thirds parties in relation to transfers. 
  • Maintaining relationships with third part administrators, fund managers and custodian. 
  • Processing transfer requests received from relationship management teams. 
  • Filing in accordance with company and FSA procedures.
  • Responding to client and colleague enquiries. 
  • Daily management of Transitions mailbox, post and telephone queries.
  • Communicating with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets. 

Successful Transitions Administrator will have: 

  • Prior experience within a Transfers for is essential  
  • Strong attention to detail
  • The ability to identify and suggest improvements in processes/service levels. 
  • Good communication skills (oral and written)

Apply Now Request a callback Email us about this position

Share this page


Consultant's Name
Dave Hassett

Industry Experience
I specialise in Operations and Middle Office recruitment. Prior to this I worked as a Corporate Action clerk within Northern Trust for nine years. I am able to provide detailed and comprehensive market knowledge for both my clients and candidates alike.

Phone: 0207 626 6065
Email Consultant
Download VCard

View My Downloads