Main purpose of role:
At this level you will be required to demonstrate a comprehensive knowledge of relevant work processes alongside a broad understanding of related and interfacing activities to provide effective management of Transfer Agency. This role is a Subject Matter Expert/Business Analyst Role within Change Management
Responsibilities:
- Development and maintenance of strong client relationships
- Ensure updates and adherence of procedures, policies and processes
- Deliver high quality service
- Implement procedural changes to improve performance of the department or of related business areas
- Maintain and develop expertise demonstrating judgment and an understanding of the business
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- Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven
- Provide support to to other team members
- Ensure participation completion and implementation of projects as required and lead team initiatives.
Core Requirements:
Regulatory:
- Exercise due care and diligence, ensuring the role responsibilities are organized and controlled
- Meet external and internal compliance/regulatory requirements
- Attend and contribute to operational, client, risk, audit and regulatory meetings as required
Quality:
- Deliver quality, aiming for accuracy and meeting deadlines
- Review processes and practices relating to the role and act for change and improvement in individual and team performance
- Create an environment that is flexible and adaptable and be a champion of change
- Adhere to operational principles PACE & L: Professional, Accountable, Client Focused, Excellence and Leadership
Knowledge and Competency Requirements
Specific knowledge, skills and qualifications to achieve required performance standards in an Officer role.
Essential
- Excellent administrative, organizational and business support skills with ability to multi-task
- Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
- Strong written & verbal communication skills
- Excellent organizational, planning and co-ordination skills
- Ability to work accurately under pressure within tight deadlines
- Proactive
- Comprehensive procedural, technical and product knowledge of the Transfer Agency business
- A good understanding of the Funds Industry
- 4-8 years' experience in a similar environment
- Accurate and precise
- Team oriented
- Organized
- Flexible
- Self-reliant
- Enthusiastic & motivated
- Fluent in English (written and verbal)
Addendum (requirements specific to the role)
Essential
- Strong analytical skills
- Able to handle medium/large data volumes
- Work experience in multi-location and multi language team
Desirable
- Experience in Trailer fee client migration projects or medium-large Trailer fee Projects
- SQL or MS Access knowledge
- a minimum of 3 years within Trailer fee department (Support Department, Change Management, New Business or Operational Department)
- Knowledge about the role and responsibilities of a Transfer Agent