Transfer Agency, Assistant Vice President

State Street UK

Base: $70,000 - $130,000 annual; bonus/equity: eli...
5-7 years financial services experience
3+ years management experience
Operational background required
The role involves validating daily activities, resolving exceptions, and ensuring adherence to standard operating procedures within a fast-paced institutional transfer agency environment

Job Summary

  • The role involves validating daily activities, resolving exceptions, and ensuring adherence to standard operating procedures within a fast-paced institutional transfer agency environment.
  • Candidates must possess strong operational backgrounds with specific experience in regulatory compliance, tax form production, and AML investor authorization services.
  • State Street offers competitive benefits including retirement savings plans, comprehensive insurance coverage, flexible work programs, and paid volunteer days.

Matching Summary

The role involves validating daily activities, resolving exceptions, and ensuring adherence to standard operating procedures within a fast-paced institutional transfer agency environment.

Salary

Base: $70,000 - $130,000 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive package including 401K match, insurance, and paid time off

Skills & Requirements

Must-have

  • 5-7 years financial services experience
  • 3+ years management experience
  • Operational background required
  • BS/BA degree required
  • AML investor authorization knowledge
  • Regulatory and tax requirements expertise

Nice-to-have

  • Strong problem assessment skills
  • Excellent written and verbal communication
  • Ability to build trust with senior leaders
  • Experience in global matrix environments
  • Proven ability to motivate teams

Key Requirements

  • BS/BA degree required
  • 5-7 years financial services experience
  • 3+ years management experience
  • Operational background required

Work Rights

Not specified

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