Manager – Transfer Agency

PURPOSE OF JOB

• The Manager will be responsible for the management of the transfer agency team and their day-to-day activities. The role is critical in establishing and scaling our Cape Town TA services center, providing operational leadership, control oversight and subject matter expertise across core transfer agency activities.

MAIN RESPONSIBILITIES AND DUTIES

• Own the local execution of a transfer agency service model, ensuring that services are delivered in accordance with fund rules and SLA.
• Provide strong people management, including the recruitment, training and development of the team.
• Support on key operational projects – such as migration work between jurisdictions.
• Act as a key escalation point for operational issues, client queries and risk matters, ensuring timely resolution.
• Support the team strategy and growth of the team and business by identifying areas for process and client experience improvement.
• Prioritise workload and delegate work within agreed service delivery timeframes.
• Review and approve instructions, including payments and other processes requiring senior approval.
• Attend and conduct where necessary team/division meetings ensuring the team remain appraised of any developments or changes within the Group.
• Help embed a strong service culture and establish a trusted and capable delivery hub within the wider business.

ESSENTIAL REQUIREMENTS

• Minimum 7 years’ experience in Transfer Agency or Fund Administration, with hands-on experience.
• Proven team management and people leadership capability.
• Experience in shared services, offshore support or scaling operational teams advantageous.
• Third level degree and relevant industry experience.
• Strong stakeholder and client relationship management skills.
• Excellent Computer literacy – especially Microsoft Office.
• Good knowledge of AML/KYC regulations.
• Experienced in preparing MI and presentations.
• Confident communicator with strong problem-solving ability.