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Shareholder Services Supervisor

  • Location


  • Sector:

    Fund Administration

  • Contract Type:


  • Salary:


  • Contact:

    Stefani Grech

  • Job Reference:


  • Published:

    18 days ago

  • Expiry:


  • Client Details:


  • Consultant:

    Stefani Grech

  • Skills tags:

    Shareholder Services

A company offering multiple financial services specialising in fund administration is currently seeking a Depositary & Custody Support Officer to join its Transfer Agency team.


  • Approving investor transaction documents and confirming that investor servicing procedures and controls are completed against specified deadlines.
  • Performing AML checks and investor eligibility checks against various regulatory and fund guidelines.
  • Maintaining relationships with and serving as a main point of contact to investors, investment advisors/managers, banks and other parties within the fund structure.
  • Processing and approving payments and other necessary transactions
  • Managing a team of Administrators and providing regular feedback on their performance.


  • Minimum of 2 years work experience in a Transfer Agency environment with exposure to multiple fund structure.
  • At least an A ‘Level standard of education or equivalent.
  • Have a smart and outgoing personality with excellent Customer Service skills.
  • Excellent command of spoken and written communication skills.
  • Proficiency in MS Office applications particularly Word, Excel and Access.
  • Experience on PFS - Paxus will be considered as an advantage.