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Transfer Agency, Officer Jobs
Company | State Street |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-08-18 |
Posted at | 9 months ago |
Who We Are Looking For
- Responsible for the effective management of the team and all associated HR Policies, performance and career developments.
- Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps, while promoting a risk awareness culture within the team to drive the zero error policy.
- Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training for Senior Associates
- Responsible for the final sign off on internal (e.g. NAV), client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures. Including taking full ownership on daily, cash and trade reconciliations.
- Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction and act as point of contact for client escalation.
- Provide oversight of the Transfer Agency team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff.
- 2+ years people management experience
- 4+ years Fund Administration experience
- Bachelor’s degree in Finance and/or Business related area or relevant working experience (2+ years of experience)
- Experience managing client relationships
- Good working knowledge (2+ years) of AML and regulations impacting the industry
- Knowledge of Private Equity (P/E) funds
- Proficient in Microsoft Office applications, in particular Excel
- Hedge fun of Transfer Agency Experience
- Knowledge of Transfer Agency policies and procedures and the use of ISS (AIS’s Enterprise wide Investor Services System)
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