Transfer Agency Senior Associate
at State Street Corporation
Dublin, County Dublin, Ireland -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 07 Jul, 2024 | Not Specified | 08 Apr, 2024 | 2 year(s) or above | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
Transfer Agency Senior Associate
The role holder will be responsible for the daily supervision of the Transfer Agency Juniors providing an efficient and responsive service to all clients/investors, whilst ensuring full compliance with internal controls and procedures. They will act as a point of escalation for juniors on technical and client queries.
KNOWLEDGE AND EXPERIENCE
- Third level qualification and/or 2 years level experience in financial services industry
- Client Service experience preferredExperience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.
Job ID R-747712
Responsibilities:
- Day to day supervision of the Transfer Agency daily, weekly and monthly deliverables
- Responsible for monitoring and tracking team activity against all shared mailboxes and assisting the team with queries.
- Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks.
- Actively manage day to day relationship with the clients, escalating issues to their Manager when required .
- Closely liaising with the AML team reviewing and monitoring anti money laundering documentation in line with policies and procedures.
- Day to day performance management of the team, one to one meetings and annual performance cycle ensuring development and review of staff against goals.
- Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors.
- Foster and act as a role model to build risk awareness within the team.
- Proactively seek greater productivities in the team through process improvements & automation where applicable.Participate in department wide training efforts - draft and deliver training course and facilitate ’on the job’ training.
Context of the role
The Senior Associate will take on a review function - trade, cash, EOD, reporting checklists and online e-checklists.The Senior Associate has full accountability for the reviews it completes on work done by the A1’s & A2’s.
REQUIREMENT SUMMARY
Min:2.0Max:7.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Dublin, County Dublin, Ireland