Hybrid Supervisor – Transfer Agency Operations

Posted 12 minutes ago

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About the role

  • Supervisor leading transfer agency operations overseeing reconciliations and payment processing for financial services at SS&C. Collaborating with teams to ensure compliance and accuracy in a fast-paced environment.

Responsibilities

  • 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
  • Supervise the reconciliation and research of money movement activity, trading activity, fund sponsor/wirehouse sales logs, and bank accounts
  • Establish procedures, project plans, 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, discrepancies, or risk‑related issues
  • Supports employee training and development while monitoring workload distribution and deadlines
  • Partners with management to support operational goals, process improvements, and quality outcomes

Requirements

  • Bachelor’s degree or equivalent experience
  • 3-5 years financial industry experience ideally in transfer agency, investor services, or with a wire house
  • Career oriented, highly motivated, and self-starting individual
  • Ideal candidate will have proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
  • Problem solving and numerical reasoning skills; ability to analyze data and act
  • Excellent written and verbal communication skills

Benefits

  • medical, dental, and vision coverage
  • a 401(k) plan with company match
  • paid time off
  • holidays
  • parental leave
  • professional development reimbursement opportunity

Job title

Supervisor – Transfer Agency Operations

Job type

Experience level

Mid levelSenior

Salary

$55,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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