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Transfer Agency, Senior Associate
Company | State Street |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-07-22 |
Posted at | 10 months ago |
Who We Are Looking For
- Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training.
- Day to day performance management of the team, one to one meetings and annual performance cycle ensuring development and review of staff against goals.
- Foster and act as a role model to build risk awareness within the team.
- Actively manage day to day relationship with the clients, escalating issues to their Manager when required.
- Proactively seek greater productivities in the team through process improvements & automation where applicable.
- Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors.
- Day to day supervision of the Transfer Agency Associates ensuring daily, weekly and monthly deliverables are met in accordance with internal controls.
- Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks.
- Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps.
- Promote 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
- Ability to communicate clearly with colleagues and managers.
- Collaborate with colleagues and Support opportunities to reduce risk by eliminating non-standard processes with manager engagement.
- Strong funds servicing operational knowledge, client servicing, process improvement and project delivery.
- Understand client service requirements and KPIs and support their delivery.
- Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.
- Experience in Client Relationship Management is essential for this role.
- Proficient in Microsoft Office applications in particular Excel.
- Third level qualification and/or 2 years level experience in financial services industry
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