Officer - Transfer Agency (Hybrid)

**Key Responsibilities**:

- Client/Distributor/Investor on-boarding, AML/KYC documentation & administration, and data management
- Transaction processing & investor servicing
- Cash & trade settlement processing
- CPF / SRS
- Corporate action processing
- Reporting of shareholder trade activity to the fund accountant and fund custodian
- Bank account reconciliation
- Foreign exchange dealing & execution
- Periodic client & investor reporting
- Review of fund prospectuses, operating memorandums and key fund documentation
- Fund launches and implementation
- Client conversions
- Client change request management
- Client & vendor management
- Oversight and risk control management for domestic and outsourced functions
- Managing client due diligence visits
- Awareness of regulatory and industry change and how it impacts the business

**Other Responsibilities**:

- Oversee day-to-day operations of one or multiple teams and ensure teams meet performance, service quality and service delivery expectations.
- Manage staff resource allocation while assisting the department head with the development and oversight of the department budget.
- Resolve complex and highly variable issues with significant departmental impact.
- Oversee the volume, quality, integrity, timeliness and delivery of complex deliverables.
- Analyze issues with transaction capture and related functions where direction is needed, and actions must be recommended / taken.
- Develop and implement policies and procedures and support a range of internal and external clients and ensure that essential procedures are followed and contribute to defining workflow standards.
- Oversee performance of operational activities and define, develop, implement and track Key Performance Indicators (KPIs) and Service Level Agreements (SLAs).
- Identify opportunities to improve processes, client service, control, and cost reduction and implement improvements.
- Conduct discovery and due diligence activities with clients to solve complex client queries.
- Evaluate staff performance and make recommendations for training/development, pay increases, hiring, terminations and other personnel actions.
- Contribute to the objectives of the Transfer Agency operations in the region.

The following aspects of the role as a team manager are also important:
**People Management**:
**Control Environment**:
**Relationship and Network Building**:

- Acting as key relationship and escalation point for the vendors/other Citi locations across all TA functions, taking end-to-end responsibility for the TA relationship.
- Manage change with these business partners to ensure a controlled change environment
- Engage in proactive added-value communication with the vendors/other Citi locations, and conduct briefings within TA to build awareness across the teams.
- Understand the requirements of oversight and control of 3rd party outsourced functions and the importance of adhering to regulatory obligations.

**Development value**:
The role will also present opportunities for involvement in departmental and inter departmental initiatives which are outside the daily tasks performed by the team.

**Knowledge / Experience**:
**Skills**:
**Qualifications**:

- 5 - 10 years of experience, preferably in a related role
- Subject Matter Expert in multiple or specific skill sets, business areas or products preferred
- Demonstrated project management skills
- Ability to work under pressure and manage deadlines
- Ability to work in a fast-paced environment
- Consistently demonstrates clear and concise written and verbal communication
- Attention to detail and intermediate problem solving skills

**Competencies**:
1. Core Skills & Competencies:

- Delivery of high quality service to internal and external customers;
- Manage the delivery of the team’s tasks in a timely, accurate and in a controlled environment, ensuring priority items are identified and dealt with in a prompt manner.
- Display effective organisation skills in order to manage competing priorities.
- Liaise effectively with other parties, both internally and externally and communicate in a professional manner at all times.
- Represent the TA in a competent and professional manner with external vendors and clients.
- Represent the TA in the regular service calls with external vendors and outsource business partners
- Provide an excellent standard of service to our clients both internally and externally.
- Identify and assume ownership of issues;
- Take responsibility for assigned tasks and prioritise to ensure expectations are met.
- Display effective delegation skills, focusing on developing individuals within your team.
- Co-ordinate and maintain a calendar of tasks for the team, ensuring the team meets the deadlines agreed.
- Co-ordinate or act as TA representative on larger projects, as requested.
- Become actively involved in the development of the business by involvement in initiatives such as new business take on
- Implement effective ris