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Shareholder Services Supervisor

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One of our clients, a leader within the fund services industry, is seeking to recruit a Shareholder Services Supervisor on a full-time basis.


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;

Assisting in the development and implementation of departmental procedures and working closely with Senior Managers to ensure they are implemented;

Processing and approving payments and other necessary transactions;

Attending and contributing to operational, client and regulatory meetings as required;

Managing a team of Administrators and providing regular feedback on their performance. 


2+ years work experience in a Transfer Agency environment with exposure to multiple fund structures;

A ‘Level standard of education or equivalent;

Smart and outgoing personality with excellent Customer Service skills;

Managing a team with  the ability to delegate and to gain the commitment amongst team members;

Excellent spoken and written communication in English

Proficiency in MS Office applications particularly Word, Excel and Access. (Experience on PFS - Paxus will be considered as an advantage)


Meticulous with a keen eye for detail

Problem-solver and with a can-do attitude

Multitask and work under pressure

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  • Job reference
  • Country
  • Closing date
  • Primary job focus
  • Job type
    Full Time
  • Status
    Position Opened
  • Salary: 25000 - 30000

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