Transfer Agency Associate 2

State Street • Quincy, MA

8d

About The Position

The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

• BS/BA required
• Must have 0 – 3 years of mutual fund operations experience
• Proficient in MS Office
• Taking Ownership and Initiative
• Ensuring accuracy and quality – detail oriented
• Strong organizational and analytical skills
• Time management skills – ability to prioritize
• Providing outstanding service
• Effective Communication
• Fostering Collaboration and Teamwork

Responsibilities

• Processing and reporting investor level transactions, such as Purchases, distributions, transfers and redemptions, while also processing money movement
• Work with clients, broker-dealers, and 3rd party vendors to provide operational support
• Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met
• Collaboration with other Transfer Agency business units as well as other departments within State Street
• Developing and maintaining strong relationships with all internal and external stakeholders
• Handling and resolving complex operational issues, as they arise
• Managing other projects or tasks, as assigned

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level