Transfer Agency Senior Analyst
About the Role:
As a key member of our team, you will play a crucial role in ensuring high-quality assurance and oversight of cash payments within strict deadlines.
Key Responsibilities:
* Oversight and performance of Quality Assurance (QA) checks on Redemption, Subscription, Dividend, Commission, and Rebate payments to ensure compliance with currency deadlines.
* Management of work queues and completion of tasks within relevant deadlines while addressing queries in accordance with departmental procedures.
* Active participation in team huddles and meetings, fostering a collaborative environment that promotes open communication and idea exchange.
* Monitoring mailboxes to ensure timely resolution of queries in line with service level agreements.
* Support for procedural reviews and enhancements to drive quality improvement within the team.
* Engagement in client visit meetings and maintenance of strong relationships with both internal and external stakeholders.
* Participation in departmental audits and adherence to all policies, procedures, and regulatory requirements.
* Assistance with onboarding new partners, provision of mentorship, and on-the-job training to facilitate a smooth transition into their roles.
* Collaboration closely with other areas of the Transfer Agency, such as Dealing and Registration, to enhance operational efficiency.
Requirements:
* Prior experience in financial services is desirable; customer service experience is beneficial.
* Demonstrated ability to review and resolve complex issues while meeting challenging deadlines.
* Strong planning and organizational skills, with the ability to work independently and take initiative.
* Effective verbal reasoning and numeric skills.
* Familiarity with Microsoft Office applications.
* Familiarity with regulatory environments is advantageous.
* A good team player with excellent interpersonal skills.
Core Competencies:
* Interpersonal: Building respectful relationships and demonstrating problem-solving skills.
* Communication: Exhibiting strong listening, oral, and written communication skills.
* Self-management: Showing adaptability, integrity, and the ability to build trust.
* Motivation: Focusing on achieving results and closure.
* Thinking: Engaging in decision-making and idea generation.
* Organizational Knowledge: Maintaining current knowledge relevant to the role.
* Client Service and Quality: Upholding high standards of client satisfaction and quality.
* Administration: Demonstrating coordination, execution, planning, and time management skills.