Financial Services Transfer Specialist
bournemouth, south west england, United Kingdom
Hybrid / WFH Options
Hybrid / WFH Options
Morris Sinclair Recruitment
Key Responsibilities Transfers Management: Manage daily asset transfer requests with accuracy and efficiency from initiation to completion Handle transfers across various asset classes including equities, bonds, funds, and certificated holdings Oversee nominee accounts, ISAs, pensions, and OPBs Execute electronic transfers using Altus and oversee bulk migration processes Manage and resolve More ❯
Posted: