Manage the workflow through the life cycle of any of the Transfer Agency sub functions
Manage operation and control of the daily workflow within the Transfer Agency team
Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
Provide direction and leadership to the team
Review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
Contribute to the strategic development of Transfer Agency products
Required qualifications, capabilities and skills
Operational subject matter expertise in Transfer Agency, Reconciliation, Settlements, Trade Support, Asset Servicing, Risk and Control, and Custody
Strong people management skills, ability to lead and motivate managers
Strong ability to learn ongoing stream of new markets, products, and processes
Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
Confident communicator in all mediums to both internal and external clients
Strategic thinker, able to review and implement process improvements
Bachelor’s degree
Proficient in Microsoft Office products including Word, Excel, Access, and Outlook