Gerontopsychiatrische Fachkraft caring for residents, providing treatment and support in a top - care facility. Join our team and contribute to the well - being of our residents.
SF
Hybrid Analyst, TA Operations
Posted 2 weeks ago
About the role
- Analyst role in transfer agent operations at Fidelity, focusing on customer transactions and operational processes. Collaborate with teams to enhance efficiency and quality standards.
Responsibilities
- Review and process customer transactions and account inquiries including but not limited to escalations
- Comply with all policies and procedures related to all aspects of TA Operations
- Ensure quality standards are enforced, met and compliant with regulatory mandates
- Ensure all key daily duties are performed timely and accurately
- Collaborate with aligning business partners to develop and create written procedures
- Ensure all procedures are updated to mitigate process risks
- Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
- Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
- Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
- Support and lead business initiatives and special projects
- Liaise with others to implement corporate strategy
- Cross train as needed
- Other duties as assigned by management
Requirements
- College Degree required and/or 7-10 years experience in Financial Service Operations
- Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
- Effective written, verbal and listening skills
- Strong problem solving and decision-making skills
- Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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