【ステート・ストリート】Transfer Agency, Associate 1
仕事内容
Key Accountabilities
Process transactions in accordance with the service standards, in a timely and accurate manner, i.e. applications, redemptions, switches, off-market transfers and deceased estate transactions;
Dealer & Adviser Maintenance
Unit holder Maintenance
Assisting in the preparation and distribution of various management and client reporting
Collect, record and report statistical information for clients
Promptly respond to queries from the client, unit holder and homesite
Ensure that all daily and monthly operational registry and reporting deliverables for all internal and external stakeholders in a timely and accurate manner
応募資格(必須経験など)
Experience, Qualifications, Skills and Abilities
Degree qualified in English, Finance, Business, Accounting or related discipline; or relevant work experience in a similar role preferable.
A basic understanding of core registry processes would be desired, but not essential
Previous Transfer Agency, finance and/or banking background is desired but not essential
Flexible in various working shifts
Excellent English communication skills in both email written and verbal
A desire to provide unsurpassed service by exceeding service levels
Good time management skills, ability to multi task, work under pressure and meet deadlines
Excellent attention to detail
Good sense of escalation awareness and risk awareness. Able to identify and resolve general or risk related issues, if and when they arise.
Flexible, adaptable and motivated person who is a Team Player and enjoys dealing with people