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Transfer Agency Senior RepresentativePage Personnel
Transfer Agency Senior RepresentativePage Personnel
Job Highlights
  • Global custody, Investor Services, Wealth Advisory
  • Asset management, banks, government entities, PMs
  • Worklife balance, US Bank, international exposure
Job Description

The Transfer Agency Shareholder Services Senior Representative will be responsible for the processing of all internal and external enquries for the funds which our client acts as Registrar. Responsbilities include: assist the Manager/ Team Leader with the review and authorization of processing, be the key contact for clients and investors

Client Details

Our client is an award-winning provider of advisory, securities lending, wealth management and investor services for corporate institutions and high-net-worth individual client. Alongside the aforementioned services, the firm provides global custody, foreign exchange, private equity, merger and acquisitions, investment management for individuals and institutions, personal trust and estate administration, and securities brokerage services.


  • Process and validate all inquiries within agreed internal and external Service Level Agreement's
  • Ensure all inquires are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement's and review with the Supervisor or Manager any issues requiring escalation
  • Ensure terms of Funds prospectus are being adhered to at all times
  • Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions, personal effort) and educate clients continually through presentations


  • 2-3 years of TA experience
  • BA/ MS degree and/ or equivalent work experience
  • Fluent in English, Cantonese, and Mandarin
  • Knowledge or prior experience of payments systems and reconciliations systems or Multifonds is an advantage

Job Offer

  • International culture - flexibility and work life balance
  • Positive workplace culture
  • Support managers, friendly and professional

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Eliza Cheng on +852 2258 3542.

Additional Information
Years of Experience
2 years
Employment Type
Full Time, Permanent
Company details
In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.

So if you're looking to take your career to the next level, visit