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Role Description: TA Onboarding Technical Specialist will be required to demonstrate a working knowledge of the Funds Industry and will take the supporting role in the execution and management of various tasks and initiatives within the Client Onboarding Team.
The incumbent will be responsible for new client launches and conversions, supporting the designing and implementing of global operating models, supporting quality UAT testing for system enhancements, new operating models, connectivity for new client launches and conversions, and assist in building an Operational Implementation Program utilized for new client prospects.
The incumbent will possess a working knowledge of Transfer Agency Business and Applications, product and service offerings, systems and processes and will be focused on operational efficiencies, analysis of client business requirements, as well as the requirements of internal stakeholders, and being a solid advocate for change to support continued growth and overall evolution of the business.
Essential Working knowledge of TA Applications and capabilities
Working knowledge of Transfer Agency Operations, mutual fund products and thorough understanding of Global distribution channels
Strong quantitative, analytical and problem solving/troubleshooting skills combined with the ability to draw meaningful conclusions from qualitative client feedback or large data sets.
Proven experience in a role that requires attention to detail
Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure.
Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
Strong written & verbal communication skills
Ability to work accurately to tight deadlines
Proactive and able to work independently and as part of a team
Ability to engage internal stakeholders across a number of different functional areas.
Client Service orientation, with a proven ability to work with clients and internal groups to diagnose and develop solutions.
Enthusiastic and proactive approach with meticulous attention to detail
Positive
impact - performs in a manner that makes a strong positive impression on others; e.g., high energy level, a problem-solving approach, approachable; and the ability to act with a sense of urgency when required.
Proactive in acquiring information to develop new skills to improve job performance; grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner.
Desirable Business Analysis Experience
Experience with analysis and project life cycle methodologies as well as an understanding of the implementation project life cycle is preferred.
Comparative product knowledge and industry knowledge - e.g.
NSCC, Swift, Platforms, ETF's, UCITS funds, Trailer Fees etc
Knowledge of compliance, anti-money laundering and regulatory environment.
Detail oriented with a demonstrated ability to enhance process improvement capabilities.
Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products
Knowledge of the mutual fund processing and quality control; call centres and the administrative back-office.
Demonstrated ability to innovate and develop new proposals/solutions.
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