Vice President, Asia Pacific Transfer Agency
3 days ago
Description:
- Supervises a small to medium-sized Investor Solutions/Transfer Agency support team that handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.
- Provides complex analytics and reporting services, working to improve and automate processes/systems.
- Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks. Identifies areas requiring analysis of operations and resolution for more efficient operations.
- Oversees Investor Solutions/Transfer Agency to ensure transactions are handled correctly and timely. Utilizes MIS reporting to ensure correct and timely processing.
- Provides product knowledge and technical assistance on complex problems. Acts as the teams initial point of contact for issues requiring escalation. Participates in the recruiting process.
- Instructs, assigns, directs and reviews the work of Investor Solutions/Transfer Agency analysts. Prepares performance reviews and provides ongoing feedback to staff.
- Provides input into departmental budgets and planning. May develop business plan for team/group operations.
- Supervises a small Investor Solutions/Transfer Agency team. Contributes to the achievement of team objectives
Qualification:
- Bachelors degree or the equivalent combination of education and experience is required.
- 7-10 years of total work experience with at least 2-3 years of management experience preferred. Experience in transfer agency/fund accounting operations preferred
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