Our Finance firm is looking for a Transfer Agent to be a part of our team. You will be primarily responsible for managing the purchase and transfer stocks, bonds, and securities. Besides, you should be able to conduct in-depth market research and identify new investment opportunities.
As a Transfer Agent, you should also be able to issue clients with security ownership certificates. Moreover, you should be able to assist the clients to apply for re-issuance of ownership certificates, in case of loss or theft of the same. In addition to this, you will also be responsible for advising clients on mergers and acquisitions.
To perform in this job role, you should have excellent mathematical skills and forecasting abilities. Also, you should be completely familiar with investment and various trading markets. You should have strong work ethics and the ability to handle stressful situations. A proven work experience in the financial sector is preferred.
Send in your application if you can assist our clients in making sound financial choices. We would love to hear from you.
Giving clients advice on the purchase of securities
Acquiring and selling stocks, bonds, and commodities
Researching and evaluating financial markets
Analyzing the market performance of securities and stocks
Creating, maintaining, and updating detailed and accurate records on stock purchases and transfers
Monitoring clients’ financial standing and recommending suitable investment opportunities
Advising and assisting clients in mergers and acquisitions
Issuing and cancelling certificates of security ownership
Ensuring that the clients receive their due payments and interests in time
Preparing and mailing monthly investment statements to shareholders
Reissuing lost or stolen security ownership certificates
Bachelor’s degree in Investment Banking, Finance, Business Administration, or a related field
Complete knowledge of the working of investment market and other similar trading markets
Excellent researching and mathematical skills
Strong analytical and problem-solving skills
Good communication and persuasion skills
Ability to work under pressure and manage stressful situations
Highly motivated and reliable individual
Good time management and organizational skills
Ability to work independently and collaboratively
Ability to offer excellent customer service
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