Trainee Operations Officer - Transfers
Canaccord Genuity Wealth Management UK
Operations
Guernsey
Posted on Jun 4, 2026
We're looking for someone with excellent attention to detail and an eagerness to learn to join our Transfers team in Guernsey.
Reporting to the Transfers Assistant Manager, the successful candidate will be responsible in arranging transfer of investments (shares/funds and cash) from one provider or company to another. You’ll play a key role in making sure that everything is processed correctly, on time, and in line with the policies and procedures.
Full training will be given.
Reporting to the Transfers Assistant Manager, the successful candidate will be responsible in arranging transfer of investments (shares/funds and cash) from one provider or company to another. You’ll play a key role in making sure that everything is processed correctly, on time, and in line with the policies and procedures.
Full training will be given.
- Application Deadline
- June 16, 2026
- Department
- Operations
- Employment Type
- Full Time
- Location
- Guernsey
- Workplace type
- Onsite
Key Responsibilities
- Register physical shares both in and out of client’s own name and our nominee name.
- Monitor all group email boxes
- Run order books, tasks and reports within internal systems to monitor the settlement of transfers, liaising with the Client Services team/Execs and Counterparties accordingly
- Review daily stock reconciliations for all custodians
- Chase all outstanding transfers on a weekly basis
- Complete Fund Application Forms/Registration Forms and Stock Transfers forms, liaising with other departments including CDD and Compliance when required
- Assist with all testing for both fixes and upgrades
- Adhere to department procedures
- Any other reasonable duties as requested to support the business.
Skills, Knowledge and Expertise
- An understanding of securities settlements would be advantageous
- Ability to obtain an understanding of new systems
- Ability to obtain an understanding of Custodian process
- Ability to follow procedures and make recommendations for improvement
- Understanding of banking and wealth management regulations across the UK and International jurisdictions of the Crown Dependencies
- Ability to develop strong relationships both internally and externally
- Ability to recognise where technical development in Avaloq could promote more efficient ways of working
- Strong communication skills
- Attention to detail and methodical approach
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Parking
- Learning and development opportunities
- Active sports and social
- Modern, out of town office with sit-stand desks.
About Canaccord Wealth (International) Limited
Canaccord Wealth is one of the top 10 wealth managers in the UK, with offices nationwide, as well as international investment teams and operations in the Crown Dependencies.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
There is plenty of opportunity to help execute our strategy, inspire us with your passion and build a rewarding career. We encourage new ideas, energy, hard work and professionalism and show our appreciation by being committed to your ongoing development, happiness and well-being at work.
As leading experts in our field, we have exacting standards and are always looking for ambitious and hard-working colleagues to join our dedicated teams and help us deliver the best we can for our clients as well as build a successful business.
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Trainee operations officer - transfers - june 26
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