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EPIC FSG – Transfer Agency Team

Our client EPIC FSG, are recruiting individuals to join their Transfer Agency team based in Guernsey.

The key responsibilities of this role are:

  1. Set-up of new counterparts on PFS – Paxus
  2. Maintenance of records of share ownership
  3. Client account reconciliation
  4. Correspondence with investors, potential investors and clients
  5. Collection and review of investor CDD
  6. Reconciliation and review of all investor dealing / contract notes
  7. Collection and maintenance of CRS and FATCA data
  8. Monitor of group inboxes
  9. Records/Administration for all funds and investment companies

Previous Experience

The ideal candidates will have KYC experience and are looking to use that skill set in a different way.

For further information, or to apply for this role please email [email protected]

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