At this level you will be required to demonstrate a comprehensive
knowledge of relevant work processes alongside a broad understanding
of related and interfacing activities to provide effective management
of Transfer Agency. You will be expected manage day to day tasks
pertinent to the department?s activities but a major focus will be
on change management, resource planning and development, client
relationship management and risk reduction.
WHY THIS ROLE IS IMPORTANT TO US
The team you will be joining is a part of International Financial Data
Services (IFDS). IFDS is a world-leading provider of outsourcing and
technology solutions to the financial services industry. With its
global headquarters in Toronto, IFDS services over **Apply on the
website** financial organizations around the world, providing
solutions to a wide range of global asset managers, wealth managers,
banks, and insurance companies. IFDS is present in North America, EMEA
and APAC. Join us if making your mark in the financial services
industry from day one is a challenge you are up for.
WHAT YOU WILL BE RESPONSIBLE FOR:
As Transfer Agent Dealing Services-Senior Associate you will
TECHNICAL KNOWLEDGE / PROCESS IMPROVEMENT
* Ensure that specialist knowledge relating to the team is kept
current and disseminated as appropriate and be aware of possible
future developments and trends
* Proactively identify and act on opportunities to improve current
processes to meet the changing requirements of our clients, to improve
efficiency, or to reduce risk IN THE ROLE OF CLIENT SERVICE OPERATIONS
SPECIALIST YOU WILL BE RESPONSIBLE FOR:
* Ensure an awareness of and adherence to the key TA controls at all
times
* Ensure team participation in the completion and implementation of
department wide projects as required and to lead local team
initiatives
* Participate in data review, including checking and sign-off of
work, where controls require Senior Associate sign-off
COMMUNICATION
* Attend and contribute to operational, client, risk, audit and
regulatory meetings as required
* Communicate relevant information as appropriate up and down the
line and escalate where necessary
* Attend and actively participate in all team meetings, ensuring
communication is open
TEAM MANAGEMENT
* Manage resources to ensure all queries and tasks are resolved in a
timely manner
* Work as an effective team member with other internal providers to
meet our key deliverables
* Act as a point of escalation for team members/internal providers
with challenges or concerns relating to the Registration team and
manage these issues to resolution, with consideration for the internal
escalation policy
* Ensure a focus on resource management, including the planning and
management of holiday leave, training days and sick leave
* Ensure the team procedures are operationally sound with an
emphasis on risk reduction and compliance issues, that they are in
place for all tasks and that they are adhered to
* Foster an environment where team members are developed, trained,
coached and mentored to bring them to a high standard of knowledge and
quality, making use of the Training Pathways provided.
* Focus on development opportunities for your Associate 2?s with
Staff and ensure that time is made available to focus on
non-operational management aspects of role through the delegation of
tasks where appropriate.
* Develop and assign team goals and objectives which are in line
with overall organisational goals
* Support and champion team integration within the department along
with interdepartmental and organisational integration
LEADERSHIP
* Using corporate PPR tools, actively participate in the performance
appraisal process with your direct reports and monitor overall
timeliness of completion for the entire team
* Monitor individual and team performance and provide regular
feedback throughout the year to your direct reports and provide
support to Associate 2?s with staff in this regard
* Actively contribute to department staff planning, including
recruitment and succession planning and remaining within budgeted
staff numbers
* Promote a positive working environment and good levels of team
morale
REGULATORY
* To exercise due care and diligence, ensuring the areas the role is
responsible for are organised and controlled;
* To comply with the regulatory regimes in which IFDS operates, with
particular consideration given to relevant Client Asset, Data
Protection and Financial Crime Prevention regulations, as appropriate
to the above role.
WHAT WE VALUE
QUALITY
All employees are accountable for the delivery of a Quality service,
driving for excellence in all their work activities:
* To be quality driven, aiming for **Apply on the website**% accuracy
and timeliness of delivery;
* To effectively plan the way services are delivered so that all
activity is directly related to providing quality services and meeting
the expectations of the customer (internal and external);
* To continuously review processes and practices relating to the
role and act as a catalyst for change and improvement in individual
and team performance;
* To observe proper standards of market, business and personal
conduct, demonstrating integrity in the execution of duties;
* To communicate and promote the values which reinforce and support
a consistent quality culture.
* To adhere to company values of Professional, Accountable, Client
Focused, Excellence and Leadership (PACE &L) in all tasks and
interactions
EDUCATION & PREFERRED QUALIFICATIONS
KNOWLEDGE AND COMPETENCY REQUIREMENTS
ESSENTIAL
* Excellent administrative, organisational and business support
skills, with the ability to multi-task and to work calmly under
pressure.
* Excellent working knowledge of MS Office suite including Word,
Excel and PowerPoint
* Strong written & verbal communication skills
* Possess excellent organisational, planning and co-ordination
skills.
* Ability to work accurately to tight deadlines
* Proactive and able to work independently and as part of a team
* Personable and Enthusiastic
* Flexible
DESIRABLE
* Typically candidate will have approximately relevant years
experience in a similar environment, including at least **Apply on the
website** years experience in a management/supervisory capacity .
* Experience within Transfer Agency
ABOUT STATE STREET
WHAT WE DO. State Street is one of the largest custodian banks, asset
managers and asset intelligence companies in the world. From
technology to product innovation we?re making our mark on the
financial services industry. For more than two centuries, we?ve been
helping our clients safeguard and steward the investments of millions
of people. We provide investment servicing, data & analytics,
investment research & trading and investment management to
institutional clients.
WORK, LIVE AND GROW. We make all efforts to create a great work
environment. Our benefits packages are competitive and comprehensive.
Details vary in locations, but you may expect generous medical care,
insurance and savings plans among other perks. You?ll have access to
flexible Work Program to help you match your needs. And our wealth of
development programs and educational support will help you reach your
full potential.
INCLUSION, DIVERSITY AND SOCIAL RESPONSIBILITY. We truly believe our
employees? diverse backgrounds, experiences and perspective are a
powerful contributor to creating an inclusive environment where
everyone can thrive and reach their maximum potential while adding
value to both our organization and our clients. We warmly welcome the
candidates of diverse origin, background, ability, age, sexual
orientation, gender identity and personality. Another fundamental
value at State Street is active engagement with our communities around
the world, both as a partner and a leader. You will have tools to help
balance your professional and personal life, paid volunteer days,
matching gift program and access to employee networks that help you
stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
WHO WE ARE LOOKING FOR:
At this level you will be required to demonstrate a comprehensive
knowledge of relevant work processes alongside a broad understanding
of related and interfacing activities to provide effective management
of Transfer Agency. You will be expected manage day to day tasks
pertinent to the department?s activities but a major focus will be
on change management, resource planning and development, client
relationship management and risk reduction.
WHY THIS ROLE IS IMPORTANT TO US
The team you will be joining is a part of International Financial Data
Services (IFDS). IFDS is a world-leading provider of outsourcing and
technology solutions to the financial services industry. With its
global headquarters in Toronto, IFDS services over **Apply on the
website** financial organizations around the world, providing
solutions to a wide range of global asset managers, wealth managers,
banks, and insurance companies. IFDS is present in North America, EMEA
and APAC. Join us if making your mark in the financial services
industry from day one is a challenge you are up for.
WHAT YOU WILL BE RESPONSIBLE FOR:
As Transfer Agent Dealing Services-Senior Associate you will
TECHNICAL KNOWLEDGE / PROCESS IMPROVEMENT
* Ensure that specialist knowledge relating to the team is kept
current and disseminated as appropriate and be aware of possible
future developments and trends
* Proactively identify and act on opportunities to improve current
processes to meet the changing requirements of our clients, to improve
efficiency, or to reduce risk IN THE ROLE OF CLIENT SERVICE OPERATIONS
SPECIALIST YOU WILL BE RESPONSIBLE FOR:
* Ensure an awareness of and adherence to the key TA controls at all
times
* Ensure team participation in the completion and implementation of
department wide projects as required and to lead local team
initiatives
* Participate in data review, including checking and sign-off of
work, where controls require Senior Associate sign-off
COMMUNICATION
* Attend and contribute to operational, client, risk, audit and
regulatory meetings as required
* Communicate relevant information as appropriate up and down the
line and escalate where necessary
* Attend and actively participate in all team meetings, ensuring
communication is open
TEAM MANAGEMENT
* Manage resources to ensure all queries and tasks are resolved in a
timely manner
* Work as an effective team member with other internal providers to
meet our key deliverables
* Act as a point of escalation for team members/internal providers
with challenges or concerns relating to the Registration team and
manage these issues to resolution, with consideration for the internal
escalation policy
* Ensure a focus on resource management, including the planning and
management of holiday leave, training days and sick leave
* Ensure the team procedures are operationally sound with an
emphasis on risk reduction and compliance issues, that they are in
place for all tasks and that they are adhered to
* Foster an environment where team members are developed, trained,
coached and mentored to bring them to a high standard of knowledge and
quality, making use of the Training Pathways provided.
* Focus on development opportunities for your Associate 2?s with
Staff and ensure that time is made available to focus on
non-operational management aspects of role through the delegation of
tasks where appropriate.
* Develop and assign team goals and objectives which are in line
with overall organisational goals
* Support and champion team integration within the department along
with interdepartmental and organisational integration
LEADERSHIP
* Using corporate PPR tools, actively participate in the performance
appraisal process with your direct reports and monitor overall
timeliness of completion for the entire team
* Monitor individual and team performance and provide regular
feedback throughout the year to your direct reports and provide
support to Associate 2?s with staff in this regard
* Actively contribute to department staff planning, including
recruitment and succession planning and remaining within budgeted
staff numbers
* Promote a positive working environment and good levels of team
morale
REGULATORY
* To exercise due care and diligence, ensuring the areas the role is
responsible for are organised and controlled;
* To comply with the regulatory regimes in which IFDS operates, with
particular consideration given to relevant Client Asset, Data
Protection and Financial Crime Prevention regulations, as appropriate
to the above role.
WHAT WE VALUE
QUALITY
All employees are accountable for the delivery of a Quality service,
driving for excellence in all their work activities:
* To be quality driven, aiming for **Apply on the website**% accuracy
and timeliness of delivery;
* To effectively plan the way services are delivered so that all
activity is directly related to providing quality services and meeting
the expectations of the customer (internal and external);
* To continuously review processes and practices relating to the
role and act as a catalyst for change and improvement in individual
and team performance;
* To observe proper standards of market, business and personal
conduct, demonstrating integrity in the execution of duties;
* To communicate and promote the values which reinforce and support
a consistent quality culture.
* To adhere to company values of Professional, Accountable, Client
Focused, Excellence and Leadership (PACE &L) in all tasks and
interactions
EDUCATION & PREFERRED QUALIFICATIONS
KNOWLEDGE AND COMPETENCY REQUIREMENTS
ESSENTIAL
* Excellent administrative, organisational and business support
skills, with the ability to multi-task and to work calmly under
pressure.
* Excellent working knowledge of MS Office suite including Word,
Excel and PowerPoint
* Strong written & verbal communication skills
* Possess excellent organisational, planning and co-ordination
skills.
* Ability to work accurately to tight deadlines
* Proactive and able to work independently and as part of a team
* Personable and Enthusiastic
* Flexible
DESIRABLE
* Typically candidate will have approximately relevant years
experience in a similar environment, including at least **Apply on the
website** years experience in a management/supervisory capacity .
* Experience within Transfer Agency
ABOUT STATE STREET
WHAT WE DO. State Street is one of the largest custodian banks, asset
managers and asset intelligence companies in the world. From
technology to product innovation we?re making our mark on the
financial services industry. For more than two centuries, we?ve been
helping our clients safeguard and steward the investments of millions
of people. We provide investment servicing, data & analytics,
investment research & trading and investment management to
institutional clients.
WORK, LIVE AND GROW. We make all efforts to create a great work
environment. Our benefits packages are competitive and comprehensive.
Details vary in locations, but you may expect generous medical care,
insurance and savings plans among other perks. You?ll have access to
flexible Work Program to help you match your needs. And our wealth of
development programs and educational support will help you reach your
full potential.
INCLUSION, DIVERSITY AND SOCIAL RESPONSIBILITY. We truly believe our
employees? diverse backgrounds, experiences and perspective are a
powerful contributor to creating an inclusive environment where
everyone can thrive and reach their maximum potential while adding
value to both our organization and our clients. We warmly welcome the
candidates of diverse origin, background, ability, age, sexual
orientation, gender identity and personality. Another fundamental
value at State Street is active engagement with our communities around
the world, both as a partner and a leader. You will have tools to help
balance your professional and personal life, paid volunteer days,
matching gift program and access to employee networks that help you
stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
We need : English (Good)
Type: Permanent
Payment:
Category: Others
