Investor Services Administrator (Transfer Agency)

 Location: Edinburgh
 Salary: Competitive
 Job type: Permanent
 Closes: closed

Investor Services Administrator (Transfer Agency)



Competitive Salary


Meraki Talent are currently recruiting on behalf of a leading Security services firm in Edinburgh. This is a tremendous opportunity for someone who is currently working or recently worked in a transfer agency function. The business is experiencing an exciting period of growth and are looking for individuals who are keen to work in a fast paced, professional environment. This is a dynamic role providing the job holder with exposure to key Stakeholders.


Responsibilities of the Investor Services Administrator:

  • Crucial role for the delivery of a cohesive service to clients and their Institutional investors
  • Thoroughly monitor quality of resolution of responses provided by team
  • Thoroughly monitor adherence to laid down TATs on enquiries/complaints’ resolutions on emails and written complaints
  • Oversee Quality Check performance to improve quality of output from the team
  • Ensure that the team are customer focused and that high standards of service is supplied
  • Support the Manager to help train and develop the team
  • Ensure procedures, client operations guides, and other internal supporting documentation is up to date
  • Ensure that business practices and processes are regularly reviewed for adherence to procedures and FIMs including Compliance policies and Internal Controls


Background of the Investor Services Administrator:

  • Experience of working with institutional customers is essential
  • Previous experience in Investor/Shareholder Services/Transfer Agency is essential
  • Strong knowledge of TA Operational Transaction Activity for the UK industry is essential
  • Relevant experience in the Financial Services industry is essential
  • Excellent communication, both verbal and written is essential



Is this job for you?  At Meraki, we love recruitment and love words. Is this you?


Sarah wants: Transfer Agency, Investor Services, Financial Services  


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Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Sarah Hutchinson

Sarah joined Meraki Talent's financial services team in 2018. Sarah was keen to kick start her recruitment career after achieving an MSc in Business Psychology from Heriot Watt. Sarah is passionate about recruitment and providing a high quality service.