Our client EPIC FSG, are recruiting individuals to join their Transfer Agency team based in Guernsey.
The key responsibilities of this role are:
- Set-up of new counterparts on PFS – Paxus
- Maintenance of records of share ownership
- Client account reconciliation
- Correspondence with investors, potential investors and clients
- Collection and review of investor CDD
- Reconciliation and review of all investor dealing / contract notes
- Collection and maintenance of CRS and FATCA data
- Monitor of group inboxes
- 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]