AVP/VP, Transfer Agency, Trust and Securities Services.
Core
Review and approve Transfer Agency reports, client confirmations, and transaction processing; oversee system administration and data maintenance for Transfer Agency, Trust, and Securities Services.
Role type
Senior IC operations leader (Transfer Agency & Trust Services)
Builds
Transfer Agency reports, client confirmations, transaction records, and system configurations
Domain
Financial Services / Banking / Transfer Agency
Required skills
Transfer Agency operations, Trust Services, Fund Administration, SLA management, client relationship management, system administration, maker-checker controls, regulatory compliance (FATCA, CRS, AML/KYC), data governance
Preferred skills
Experience with ACR and GEMS platforms, business initiative leadership
Technologies
ACR, GEMS, Transfer Agent systems
Responsibilities
Review and approve Transfer Agency reports and client confirmations; oversee transaction processing and authorize system maintenance; manage client relationships and resolve issues; lead business initiatives and system enhancements; provide leadership to the operations team
Seniority
Senior, hands-on IC