Senior Specialist - Shareholder/Transfer Agency

  • Company

    Brightstaff
  • Location

    Canada-ON-Toronto
  • Compensation

    $55,000 - $65,000
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    01 Oct 2008
  • eFC Ref no

    458282
BrightStaff is a leading international and offshore financial services recruitment firm based in Grand Cayman and Canada. Aided by excellent industry relationships and in-depth market research BrightStaff's consultants can help you sift through international opportunities.

The position of Senior Specialist– Shareholder/Transfer Agency requires a conscientious and self-motivated individual capable of overseeing a team that provides shareholder services to hedge funds, limited partnerships and other alternative investment vehicles.

Duties & Responsibilities

• Supervise a team responsible for the administration of shareholder services including processing transactions, communication with clients and other parties involved in the business process and preparation of periodic shareholder statements.

• Participate in day-to-day process as necessary to ensure that all deadlines and client expectations are met

• Handle complex shareholder queries and requests as received

• Assist in the development and training of staff

• Carryout ad hoc projects as required

Skills, Qualifications & Experience

• University degree or three years experience in a similar transfer agency role.

• Two years practical experience in transfer agency in hedge funds

• Sound knowledge of anti-money laundering due diligence procedures

• Some knowledge of hedge fund accounting practices knowledge of hedge fund structures

• Excellent interpersonal and communication skills

• Ensure all interactions with our clients are of superior nature, and act with the highest level of customer centric service. 

• Excellent organizational skills with ability to multi-task

• Strong knowledge of PC based applications , including Microsoft Word and Excel

• Ability to work overtime as required

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