Hybrid Director, Transfer Agency Operations

Posted 2 months ago

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About the role

  • 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

Benefits

  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!

Job title

Director, Transfer Agency Operations

Job type

Experience level

Lead

Salary

$100,000 - $175,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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