Senior Administrator - Investor Services - UK Transfer Agency

  • Pension
  • Edinburgh, Scotland, United Kingdom
  • Permanent, Full time
  • HSBC Bank plc
  • 17 Mar 19

We have a present opportunity for a Senior Administrator within our UK Transfer Agency business

Senior Administrator - Investor Services - UK Transfer Agency

Some careers grow faster than others.

If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Securities Services provides robust and reliable solutions that enhance performance and mitigate risk, today and in the future. Working with institutional investors, banks, insurance companies, governments and multinational corporations, Securities Services offers a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.

We have a present opportunity for a Senior Administrator within our UK Transfer Agency business. The purpose of this role is to assume a combination of supervisory responsibility and hands on support for the day to day process in Investor Services Contact Centre, Edinburgh.


  • Closely monitor quality of resolution of responses provided by team.
  • Closely monitor adherence to laid down TATs on enquiries/ complaints' resolutions on emails and written complaints
  • Oversee Quality Check performance to enhance quality of output from the team.
  • Support the Manager to help train and develop SMEs.
  • Suggest and implement improvements to the Transfer Agency processes and procedures in consultation with the Manager.
  • Participate in ad-hoc projects from time to time as necessary.
  • Ensure that the team are customer focused and that a high standard of service is provided, in line with service standards.
  • Review team's processing at each step up to sign-off stage.
  • Provide input into planning and controlling the department.
  • Ensure all relevant output confirmations are sent as per the agreed SLAs to relevant stakeholders (Internal and External).

Skills & Experience:

  • Relevant experience within contact centre team dealing in phone, email and written contact with retail and where required institutional customers is essential.
  • Previous experience in Investor/Shareholder Services/Transfer Agency is essential.
  • Demonstration of strong knowledge of Transfer Agency Operational Transaction Activity for the UK industry is Essential
  • Product knowledge of alternative and traditional Funds is an advantage.
  • Excellent verbal and written communication is essential.
  • Strong business sense and awareness of the key risk areas of the business.
  • Practical experience of process reviews and re-engineering required.
  • Strong inter-personal and decision making skills and the ability and vision to drive teams forward and lead from the front.
  • Ability to ensure deadlines, controls and procedures are adhered to.
  • Ability to analyse issues, and organise and proactively contribute to the team
  • Working knowledge of Microsoft Word and Excel is essential.
  • Experience in coaching and mentoring new and junior members of the team is desirable
  • Ongoing membership and continued professional development is a core requirement of the role including commitment to CPD and ongoing learning (this will likely require membership of an appropriate professional body and continuing development to maintain membership)

For further details and application information please visit our careers site, searching under reference number 0000CAUL.

You'll achieve more when you join HSBC.

Within HSBC certain roles are designated as Enhanced Vetting Roles. For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the Enhanced Vetting role, on an ongoing basis. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

This role has been designated as an Enhanced Vetting Role.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.