Current jobs related to Transfer Agency Associate 2 - Toronto, Ontario - State Street


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will be responsible for managing day-to-day operations, developing and maintaining strong client relationships, and collaborating with other business units and departments within State Street.Key...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will be responsible for managing day-to-day operations, developing and maintaining strong client relationships, and collaborating with other business units and departments within State Street.Key...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will be responsible for managing day-to-day operations, developing and maintaining strong client relationships, and collaborating with other teams within State Street.Key ResponsibilitiesManage...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a skilled Transfer Agency Associate II to join our Private Markets Team at State Street.As a key member of our team, you will be responsible for managing day-to-day operations, developing and maintaining strong client relationships, and collaborating with other business units and departments within State Street.You will also be...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will play a critical part in the day-to-day operations of our team, managing workflows, developing and maintaining strong client relationships, and collaborating with other business units and...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will play a critical part in the overall success of the organization by providing exceptional client service and support.Key ResponsibilitiesManage day-to-day operations of groups by overseeing...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will play a critical part in the overall success of the organization by providing exceptional client service and support.Key ResponsibilitiesManage day-to-day operations of groups by overseeing...


  • Toronto, Ontario, Canada State Street Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. In this role, you will play a critical part in the day-to-day operations of our team, managing workflows, developing and maintaining strong client relationships, and collaborating with other business units and...


  • Old Toronto, Ontario, Canada TMX Group Full time

    Job SummaryWe are seeking a highly experienced and skilled professional to lead our Transfer Agency Operations and Corporate Actions teams. As a key member of our Senior Leadership Team, you will be responsible for driving business growth, improving operational efficiency, and ensuring compliance with regulatory requirements.Key ResponsibilitiesProvide...


  • Old Toronto, Ontario, Canada TMX Group Full time

    Job SummaryWe are seeking a highly experienced and skilled professional to lead our Transfer Agency Operations and Corporate Actions teams. As a key member of our Senior Leadership Team, you will be responsible for driving business growth, improving operational efficiency, and ensuring compliance with regulatory requirements.Key ResponsibilitiesProvide...


  • Toronto, Ontario, Canada TMX Full time

    Job SummaryWe are seeking a seasoned professional to lead our Transfer Agency Operations and Corporate Actions team as a Managing Director. This role will be responsible for overseeing the day-to-day operations of our transfer agency business, ensuring compliance with regulatory standards, and driving process improvements to enhance efficiency and customer...


  • Toronto, Ontario, Canada TMX Full time

    Job SummaryWe are seeking a seasoned professional to lead our Transfer Agency Operations and Corporate Actions team as a Managing Director. This role will be responsible for overseeing the day-to-day operations of our transfer agency business, ensuring compliance with regulatory standards, and driving process improvements to enhance efficiency and customer...


  • Old Toronto, Ontario, Canada TMX Full time

    Lead Transfer Agency Operations and Corporate ActionsTMX is seeking a seasoned leader to oversee Transfer Agency Operations and Corporate Actions. As Managing Director, you will be responsible for leading a team of approximately 150 members and providing strategic direction to the Transfer Agency Operations and Corporate Actions functions.Key...


  • Toronto, Ontario, Canada TMX Group Full time

    Job SummaryWe are seeking a seasoned professional to lead our Transfer Agency Operations and Corporate Actions team as Managing Director. This role will be responsible for overseeing all aspects of transfer agency operations, including corporate actions, and providing strategic leadership to the team.Key ResponsibilitiesProvide strategic leadership and...


  • Old Toronto, Ontario, Canada TMX Full time

    Job Title: Managing Director, Transfer Agency Operations and Corporate ActionsTMX is seeking a seasoned professional to lead our Transfer Agency Operations and Corporate Actions team as Managing Director. This role will be responsible for overseeing all aspects of transfer agency operations, including corporate actions, investor experience, and business...


  • Old Toronto, Ontario, Canada TMX Full time

    Job Title: Managing Director, Transfer Agency Operations and Corporate ActionsTMX is seeking a seasoned professional to lead our Transfer Agency Operations and Corporate Actions team as Managing Director. This role will be responsible for overseeing all aspects of transfer agency operations, including corporate actions, investor experience, and business...


  • Toronto, Ontario, Canada IA Financial Group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our team as an Account Transfer Administrator. The successful candidate will be responsible for processing incoming and outgoing transfer documents, maintaining SLAs, and providing exceptional customer service.Key Responsibilities:Receive and process transfer documents in a...


  • Toronto, Ontario, Canada Cartel Agency Inc. Full time

    Top Legal Employer Seeks Litigation Associate LawyerCartel Agency Inc. is a renowned legal employer in Ontario, seeking a talented Litigation Associate Lawyer to join their team in Downtown Toronto.This is an exceptional opportunity to work with a socially progressive firm celebrated for its fair work environment and commitment to social justice.The ideal...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job Summary:Contribute to the success of the Global Transfer Pricing team by executing specific individual goals, plans, and initiatives in support of business strategies and objectives. Ensure all activities conducted are compliant with governing regulations, Transfer Pricing Framework, and Global Transfer Pricing Policy.Key Responsibilities:Manage and...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role:Fidelity Clearing Canada is seeking a skilled Accounts Transfers Administrator to join our Operations department. As a key member of the Account Transfers team, you will be responsible for the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues.Key Responsibilities:Review and process...

Transfer Agency Associate 2

2 months ago


Toronto, Ontario, Canada State Street Full time

About the Role

We are seeking a highly skilled and motivated individual to join our Transfer Agency Private Markets Team as an Associate II. This role plays a critical part in the overall success of our organization, and we are looking for someone who can make a significant impact.

Key Responsibilities

  • Manage day-to-day operations of groups by overseeing workflows and ensuring timely completion of tasks.
  • Develop and maintain strong relationships with clients, providing exceptional service and support.
  • Collaborate with other business units and departments within State Street to drive business growth and improve operational efficiency.
  • Manage client Service Level Agreements and internal/external Key Performance Indicators (KPIs) to ensure they are met.
  • Work on various projects and tasks as assigned, utilizing strong analytical and problem-solving skills.

Requirements

  • 1-2 years of mutual fund operations experience.
  • Proficient in MS Office 365, including Excel, PowerPoint, and PowerBI.
  • Strong organizational, analytical, and time management skills.
  • Ability to prioritize tasks and work effectively in a fast-paced environment.
  • Excellent communication and interpersonal skills.

What We Offer

As a member of our team, you will have the opportunity to work with a global leader in financial services, develop your skills and expertise, and contribute to the success of our organization.