Transfer Agent CCMT00319

Job description

Calamatta Cuschieri is Malta’s largest independent financial services Group that pioneered the local financial services industry as early as 1972.

Today the company’s perspective is global, CC Group has diversified across a full range of financial services and the group operates dedicated Fintech and Marketing companies.

We are committed to attracting and selecting top people to join our team. We are also committed to creating a workplace that encourages individual growth; we value our people and their well-being.


The Transfer Agent will support the Transfer Agency team in handling and processing any investor related queries and transactions while ensuring that top-notch customer service is provided at all times. Our team is the bridge between the investors and the funds and as such, responsibilities will include the following.

Duties & Responsibilities:

  • Completing AML checks on shareholder accounts
  • Processing subscription / redemption order requests
  • Maintaining the shareholder registers of the various funds under administration
  • Providing periodic reporting of shareholder trading activity to Fund Managers
  • Liaising with investor queries on an ongoing basis
  • Managing the transfer agency relationship with Fund Managers
  • Processing outgoing payments

Requirements

Experience & Education Requirements

  • Experience within the sector would be considered an asset
  • Good working knowledge of Microsoft Office, especially Excel
  • Be a good team player
  • Have excellent organization and communication skills
  • Demonstrate the ability and initiative to handle increasing responsibility over time

All Applications will be acknowledged and treated with maximum confidentiality

The enduring goal of Calamatta Cuschieri is that the composition of our workforce should reflect that of the communities in which we work.