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Who we are looking for As Associate -2, candidate will work within the operational support area. Candidate will learn the key processes regarding the set-up of new funds and classes required by clients of IFDS. Candidate will undertake tasks relating to fund set-up as advised by a Senior Associate within the team. Provide quality Customer service and communication. Perform some or all aspects of shareholder record keeping and servicing including maintenance and updating of Share Registers, processing of Subscriptions, Redemptions, Transfers, and Switches between funds and assisting with money laundering procedures.
Why this role is important to us The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC. Deliver high quality client service both internally and externally by incorporating experience and industry knowledge in daily workflow so as to complete increasingly complex tasks on time and accurately Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for As Transfer Agent Specialist you will:-
Liaise with other departments in an effective manner
Provide/seek regular feedback to team leader
Act as an effective team player & deputies for immediate supervisor when appropriate
Show organisation skills for oneself and others
Display effective team focus by assisting colleagues in their daily routine
Positively influencing team morale in order to achieve set standards and goals
Show willingness to assume additional tasks in order to share workload within team/department
Maintaining a "can do" attitude
Administration of Clients/Investors correspondence
Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management
What we value These skills will help you succeed in this role:
Accurate and Precise
Excellent communications skill
Education & Preferred Qualifications
Excellent administrative 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
Excellent organisational, planning and co-ordination skills.
Ability to work accurately to tight deadlines
Proactive and able to work independently and as part of a team
Detailed understanding of procedural, technical and product requirements within Transfer Agency business
About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers