Consultant, Transfer Agency

$55,000 - $65,000 yearly
  • The Resume Review - Recruiting Department
  • Chicago, IL, USA
  • Apr 23, 2021
Full time Accounting Finance

Job Description

Job description

 

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including trading, registration, settlements, distributions, commissions and statements.
The team provides technical support to the operational areas, independent handling of complaints, undertake process reviews, co-ordinate audit visits, providing management information and analysis. The Technical Coordinator supports the Team Leader and Section Manager  in ensuring operational efficiency with respect to workflow distribution and ensuring the effective the use of staff resources.
Carries out complex activities with significant financial, client, and/or internal business impact. Able to serve as a key subject matter expert and mentor to other more junior level employees. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role). 
 
Major Duties
 
Process and quality check a wide range of dealing transactions through internal systems, to regulatory and client standards 
Provide input to process changes which would result in greater operational efficiency 
Provide day-to-day support and guidance to more junior team members, support the Team Leader with respect to workflow distribution and ensuring the effective the use of staff resources  
Identify, document and disseminate new procedures and controls 
Carry out complex activities with significant financial, client, and/or internal business impact 
May have direct interaction with committees and/or Senior Management 
Able to serve as a key subject matter expert and mentor to other more junior level employees 
May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) 
Technically sound in area of expertise and has broader knowledge of other areas 
Able to facilitate discussions and reach decisions 

Qualifications:  
Knowledge Skills
Excellent oral and written communication skills are required  
Functional / Industry Knowledge is required  
Analytical and problem solving skills are required  
Be able to work as part of a team with minimal supervision  
Accuracy and attention to detail are critical 
Experience Required 
A College or University degree and/or some relevant work experience is required. 
Financial services operations experience is preferred.