Consultant, Transfer Agency

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role/ Department:

Reporting to the Manager of Transfer Agency Asia, the Consultant – Transfer Agent (“TA”) is responsible for overseeing the performance of the TA activities outsourced to offshore centres in accordance with the agreed service level. The TA is also required to provide offshore TA support to the other home locations. The TA builds and maintains a strong partnership with the Northern Trust Transfer Agency Department in Ireland, UK, Singapore, Manila, India to deliver a high quality service to Northern Trust’s clients and their fund investors.

The key responsibilities of the role include:

• Oversees outsourced functions to ensure timely and accurate completion by TA partners in offshore location including tasks processed through Northern Trust’s workflow process such as dealing, registration, settlement and reporting.
• Liaise with offshore TA partners to ensure that tasks performed are in accordance with the fund’s requirement, Northern Trust’s procedures and applicable regulatory requirement.
• Highlight and timely escalate material issues and exceptions to management.
• Respond and assists in problems and critical issues as escalated by the offshore TA team, as well as those received from clients.
• Assists clients / investors to ensure that all queries are dealt with efficiently and professionally emails and calls.
• Prepare and follow up activity associated with audit/review.
• Prepare service review pack and attend the service review meeting with offshore TA on their performance.
• Complete checklist and prepare dashboard, End of Day Hand over report and any other management reporting as required.
• Performs additional work where volume or absence requires such workload to be completed.
• Support projects and any ad hoc tasks as assigned by the TA manager.

Skills/ Qualifications:

• Required language – oral and written English, Chinese (Mandarin is an advantage)
• Experience in day-to-day Transfer Agent processes and procedures on investment funds
• Strong organizational and communication skills
• General knowledge of Microsoft Office applications relating to designated areas of responsibility

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

Reasonable accommodation:

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.