Transfer Agency, Officer

State Street

Quincy, MA, US
Base: $60,000 - $101,250 annual; bonus/equity: not...
Financial service experience
Mutual fund operations knowledge
Client service management
The team you will be joining plays an important role in the overall success of the organization by helping institutional investors manage risk and drive performance

Job Summary

  • The team you will be joining plays an important role in the overall success of the organization by helping institutional investors manage risk and drive performance.
  • As an Officer in the Transfer Agency SHS, you will manage daily team activities, client events, cash movements, and maintain strong stakeholder relationships while ensuring accuracy and adherence to controls.
  • State Street offers competitive and comprehensive benefits, flexible work programs, and fosters an inclusive environment with development opportunities and community engagement.

Matching Summary

The team you will be joining plays an important role in the overall success of the organization by helping institutional investors manage risk and drive performance.

Salary

Base: $60,000 - $101,250 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including retirement plan, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • Financial service experience
  • Mutual fund operations knowledge
  • Client service management
  • Cash movement review and approval
  • Meeting service level agreements
  • MS Office proficiency

Nice-to-have

  • Strong organizational skills
  • Effective communication
  • Team development and productivity improvement
  • Collaboration with multiple departments
  • Time management skills
  • Detail oriented

Key Requirements

  • 3 to 5 years mutual fund operations experience
  • BS/BA degree required

Work Rights

Not specified

Tailored Resume

Cover Letter