Transfer Agency, Officer

State Street Corporation

Quincy, MA, US
Base: $60,000 - $101,250 annual; bonus/equity: not...
On-site
Manage day-to-day team activities
Review and approve cash movements
Manage client service level agreements
State Street Corporation is seeking a Transfer Agency Officer in Quincy, MA, who possesses financial service experience and can manage multiple tasks in a dynamic environment. The role involves overseeing daily team activities, ensuring accuracy and compliance, and fostering client relationships, while contributing to the organization's overall success

Job Summary

  • Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines.
  • Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met.
  • Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity.

Matching Summary

Match Score: 85

State Street Corporation is seeking a Transfer Agency Officer in Quincy, MA, who possesses financial service experience and can manage multiple tasks in a dynamic environment. The role involves overseeing daily team activities, ensuring accuracy and compliance, and fostering client relationships, while contributing to the organization's overall success.

Salary

Base: $60,000 - $101,250 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program including 401K, insurance, paid-time off

Skills & Requirements

Must-have

  • Manage day-to-day team activities
  • Review and approve cash movements
  • Manage client Service Level Agreements

Nice-to-have

  • Taking Ownership and Initiative
  • Providing outstanding service
  • Fostering Collaboration and Teamwork

Key Requirements

  • 3-5 years of mutual fund operations experience
  • BS/BA required
  • Proficient in MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter