Senior Analyst, Transfer Agency
About Us:
We are a globally recognized, award-winning financial institution that has been in continuous operation for over 130 years. Our company provides innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
As a Senior Analyst, you will be part of a dedicated cross-jurisdictional Settlements Team, reporting to a Team Leader. Your main responsibility will be oversight and Quality Assurance (QA) of external and internal cash payments adhering to strict deadlines.
You will ensure that all client service standards and regulatory requirements are met, while working with partners in different jurisdictions. You will also be responsible for developing the 'on the job skills' to enhance the overall performance of the department.
* Input, approval & QA checks on Redemption, Subscription, Dividend, Commission and Rebate payments against strict currency deadlines
* Ensure queries are answered in line with department procedures
* Work queue management and completion within relevant deadlines
* Attend and participate in team huddles and team meetings
* Support team in monitoring mailboxes to ensure all queries are completed within the service level agreement
* Support the improvement of quality through procedural reviews and enhancements
Fulfill additional, relevant tasks appropriate to the role and business requirements. Participate in client visit meetings as required. Maintain a close working relationship with other areas of TA and external stakeholders. Ensure adherence to all policies, procedures, and controls. Support and participate in any project-related work as required. Assist with the onboarding of new partners and act as a buddy/mentor to ensure they integrate into the role with ease.
We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Skills and Qualifications:
* Previous financial services experience is desirable
* Customer Service experience would be an advantage
* Ability to review and resolve complex issues working under pressure meeting challenging deadlines
* Ability to work to deadlines
* Strong planning and organisation skills
* Ability to work on own initiative
* Effective verbal reasoning and numeric skills
* Strong Microsoft Office skills
* Knowledge and understanding of working within a regulatory Environment
Benefits:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.
Others:
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact our HR Service Center.
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