Director overseeing Transfer Agency operations delivering best-in-class service at SS&C, a financial services and healthcare technology company.
Responsibilities
Completion of various department functions with the Transfer Agency
Transactional reporting and reconciliation to clients, custody and fund accounting
Custody money movements
Bank open items review and resolution
Input and payment distributions associated with dividends and capital gains
Bank money movement file transmission
Bank Account reconciliation
Wire, ACH, and check money movement
Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
Attends and participates in industry calls
Supports new business sales initiatives
Supports ongoing business projects, including system enhancements and client specific requests
Supports ongoing daily support items, including managing and resolving technical issues or client inquiries
Requirements
Bachelor’s degree in Finance or related field or equivalent experience
10+ years’ experience in Transfer Agency, Investor Services, or a related field (e.g., Financial Services, Fund Administration, Treasury Management)
5+ years’ management experience leading operational teams
Strong knowledge of financial services operations, including money movement, payment processing, and bank interfaces
Excellent communication skills, including written, listening and presentation abilities
Proven ability to work under pressure and meet deadlines
Strong organizational and relationship building skills
Must be willing to work on site at least 6 days/month
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