
Global Transfer Agency Operations Director
1 day ago
Key Responsibilities:Oversight of the processing and quality checking of a wide range of dealing transactions through internal systems, to regulatory and client standards.Day-to-day oversight of the document management process, ensuring investor instructions are scanned into the workflow system accurately and timely.Investigate and resolve enquiries and exceptions, communicating with internal departments, other banks and brokerage firms as needed.Prepare financial reports ensuring conformity to professional and regulatory requirements.Responsible for workflow distribution and the effective use of resources within the team.Provide on-the-job technical training and coaching for all team members; brief staff regularly on issues relating to work and new initiatives.Organize the work of the team, assign tasks, set short-term priorities, monitor activities, and ensure timely and accurate completion of tasks.Ensure all procedures are kept up to date and adhered to on a daily basis.Assist in establishing goals and objectives for the team.Generate process and system enhancement ideas and coordinate the introduction of changes with supporting documented procedures.Conduct performance management and career development processes, including staffing and disciplinary actions as required.
Requirements:Excellent oral and written communication skills; ability to interact confidently with internal and external counterparties.Analytical and problem-solving skills; ability to analyze issues and provide solutions.Leadership and organizational skills to prioritize assignments and provide feedback to staff.Ability to set priorities and manage deadlines, escalating issues where necessary.Good team player, self-starter, flexible, with the ability to work under pressure with minimal supervision.A College or University degree and/or relevant work experience is required; supervisory experience is desirable.
Additional Information:The ideal candidate will possess a strong understanding of transfer agency operations and be able to effectively communicate with colleagues and stakeholders.We offer a competitive compensation package and opportunities for professional growth and development.
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