Registry Associate
Core
Supporting the Transfer Agency team with transaction workflow processing (deposits, withdrawals, switches, transfers) and static data maintenance for fund administration clients.
Role type
Registry Associate
Builds
Accurate investor transaction records and client static data for fund administration services
Domain
Financial Services, Fund Administration, Transfer Agency
Deliverable
product features
Required skills
data entry, attention to detail, Microsoft Office (Word, Excel), transaction processing, static data maintenance
Preferred skills
administration experience, AML/KYC knowledge
Technologies
Microsoft Office
Responsibilities
process investor transaction workflows, maintain client static data, resolve client/investor inquiries, perform investment operations administrative tasks
Seniority
Entry-level, hands-on IC
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