State Street
Financial Services
TransferAgency,AssistantVicePresident
“Transfer Agency, Assistant Vice President at State Street. Skills: Transfer Agency, Operations management. Validate daily activity. Maintain required controls”
What You'll Achieve.
Achieve results; Drive execution; Deliver results; Motivate employees; Manage successfully; Service clients
Industry & Context.
Problem assessment; Solutioning
What They're Looking For.
Must Have
5-7 years financial services experience, 3+ years management experience, BSA required
Nice to Have
Operational background
What You'll Do.
Validate daily activity
Maintain required controls
Communicate with client
Define ad-hoc requests
Ensure completion of ad-hoc requests
Escalate unresolved issues
Reconcile discrepancies
Resolve discrepancies
Keep records of activities
Perform reporting functions
Ensure adherence to SOPs
Apply business knowledge
Assist with policy implementation
Assist with procedure implementation
Participate in projects
Assist with workflow management
Assist with technology enhancements
Make suggestions to streamline operations
Maintain knowledge of procedures
Maintain knowledge of processes
Support training of new hires
Identify suspicious transaction activity
Report suspicious activity
Escalate suspicious activity
Perform duties of Associates
Provide back-up management support
Provide Compliance support
Contribute to projects
Perform tasks related to regulatory requirements
Perform tasks related to tax requirements
Provide AML investor authorization services
Provide Rule 22c-2 services
Coordinate legal review
Coordinate audit request fulfillment
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Work in a collaborative fashion; Build trust with leaders; Forge good working relationships; Promote teamwork within department; Promote teamwork across organization; Build teams; Build relationships
Communication Scope
Written communication; Verbal communication
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