In this role, you’ll make an impact in the following ways:
- Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity.
- Leads client onboarding and internal conversions.
- Conducts key metric reporting and consults on daily Transfer Agency processes.
- Assists management in the day to day operations of the business resolving escalated issues.
- Conducts review processes and procedures to reduce risk and enhance efficiency, and makes recommendations for modification to improve productivity.
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required.
- 3-5 years of total work experience preferred.
- Experience in transfer agency operations preferred.
- Applies key controls/processes to identify potential risk.
- No direct reports; provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.