Ss&c
financial services
SupervisorofTransferAgencyOperations
“Supervisor of Transfer Agency Operations at Ss&c. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing. Manage ACH transactions, shareholder and international wires, and custody-related transfers, including reporting to custody and fund accounting teams”
What You'll Achieve.
ensuring accuracy, timeliness, and compliance with established policies and internal controls; meeting deadlines; support operational goals, process improvements, and quality outcomes
Industry & Context.
Problem solving and numerical reasoning ability to analyze data and act; issue resolution
What They're Looking For.
Must Have
Bachelor’s degree or equivalent experience, 3- 5 years financial industry experience, Career oriented, highly motivated, and self-starting individual, Problem solving and numerical reasoning ability to analyze data and act, Excellent written and verbal communication skills
Nice to Have
ideally in transfer agency, investor services, or with a wire house, proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
What You'll Do.
Oversee day-to-day shareholder accounting operations
including reconciliations
and transaction processing
Manage ACH transactions
shareholder and international wires
and custody-related transfers
including reporting to custody and fund accounting teams
Supervise the reconciliation and research of money movement activity
fund sponsor/wirehouse sales logs
and coordinate work as needed between transfer agency teams
Work with various transfer agency systems to enhance processes and create automation as needed
Acts as the first point of escalation for complex transactions
or risk‑related issues
Supports employee training and development while monitoring workload distribution and deadlines
Partners with management to support operational goals
How You'll Work.
Team & Collaboration
coordinate work as needed between transfer agency teams; Partners with management to support operational goals, process improvements, and quality outcomes
Communication Scope
Excellent written and verbal communication skills
Process & Methodology
Establish procedures, project plans
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