Us
Financial Services
TransferAgency,AssistantVicePresident
Neural analysis suggests this role is
optimal for Mid candidates.
“Transfer Agency, Assistant Vice President at Us. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Validate and review all daily activity while maintaining all required controls. Research and resolve exceptions and issues.”
What You'll Achieve.
accountability for results in terms of costs, strategies and employees; build resilience and execute day to day deliverables at our best; Achieve results, with persistence and influence, as necessary.; execute on multiple priorities driving execution and delivering results.
Industry & Context.
problem assessment and solutioning; ability to work in a collaborative fashion to solve complex issues.; Research and resolve exceptions and issues.
What They're Looking For.
Must Have
5-7 years of financial services experience, 3+ years of management experience, Operational background
What You'll Do.
Validate and review all daily activity while maintaining all required controls
Research and resolve exceptions and issues.
Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary.
Define and ensure successful completion of ad-hoc requests.
Escalate unresolved issues to management as required.
Reconcile and resolve discrepancies with other teams as needed.
Ensure appropriate records of daily and monthly activities are kept.
Perform daily or weekly reporting functions for the team’s activities.
Ensure adherence to Standard Operating Procedures
Keep up to date on broader internal/external business apply knowledge across team.
Assist management in the implementation of new policies and procedures
participate in projects.
Assist with workflow management and technology enhancements.
Make suggestions to streamline operations.
Maintain knowledge of current alternative procedures and processes
Support training of new hires as necessary
During the course of normal day to day operations
responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
Perform duties of Associates and provide back-up management support if required.
Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment.
Perform tasks related to regulatory and tax requirements
including tax form and certificate production
AML investor authorization services
legal review and coordination of internal and external audit request fulfillment.
Perform other duties as assigned.
How You'll Work.
Team & Collaboration
cross-functional coordination; Reconcile and resolve discrepancies with other teams as needed.; Promoting teamwork within the department and across the organization.; build teams/relationships; manage/lead successfully in a global/matrix environment
Communication Scope
Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients.
Process & Methodology
participate in projects
Full Job Description
**Who we are looking for** The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. The candidate will need to supervise with operational focus in area of functional expertise and manage the activities of individual contributors or supervisors in a section or department with accountability for results in terms of costs, strategies and employees. **Why this role is important to us** The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** * Validate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues. * Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary. * Define and ensure successful completion of ad-hoc requests. * Escalate unresolved issues to management as required. * Reconcile and resolve discrepancies with other teams as needed. * Ensure appropriate records of daily and monthly activities are kept. * Perform daily or weekly reporting functions for the team’s activities. * Ensure adherence to Standard Operating Procedures * Keep up to date on broader internal/external business issues; apply knowledge across team. * Assist management in the implementation of new policies and procedures, participate in projects. * Assist with workflow management and techn
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