Consultant, Transfer Agency

Location
Chicago, Illinois, Tempe, Arizona, Denver, Colorado, United States
Salary
Unspecified
Posted
12 Apr 2021
Closes
12 May 2021
Ref
86197
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including trading, registration, settlements, distributions, commissions and statements. The team provides technical support to the operational areas, independent handling of complaints, undertake process reviews, co-ordinate audit visits, providing management information and analysis. The Technical Coordinator supports the Team Leader and Section Manager in ensuring operational efficiency with respect to workflow distribution and ensuring the effective the use of staff resources. Carries out complex activities with significant financial, client, and/or internal business impact. Able to serve as a key subject matter expert and mentor to other more junior level employees. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role). 

Major Duties

  • Process and quality check a wide range of dealing transactions through internal systems, to regulatory and client standards 
  • Provide input to process changes which would result in greater operational efficiency 
  • Provide day-to-day support and guidance to more junior team members, support the Team Leader with respect to workflow distribution and ensuring the effective the use of staff resources  
  • Identify, document and disseminate new procedures and controls 
  • Carry out complex activities with significant financial, client, and/or internal business impact 
  • May have direct interaction with committees and/or Senior Management 
  • Able to serve as a key subject matter expert and mentor to other more junior level employees 
  • May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) 
  • Technically sound in area of expertise and has broader knowledge of other areas 
  • Able to facilitate discussions and reach decisions 

Knowledge Skills

  • Excellent oral and written communication skills are required
  • Functional / Industry Knowledge is required
  • Analytical and problem solving skills are required
  • Be able to work as part of a team with minimal supervision
  • Accuracy and attention to detail are critical 

Experience Required

  • A College or University degree and/or some relevant work experience is required. 
  • Financial services operations experience is preferred. 

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

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