Transfer Agency Associate 2

3 weeks ago


Toronto, Ontario, Canada State Street Full time

About the Role

The Transfer Agency Private Markets Team at State Street is seeking a highly skilled and motivated Associate II to join our team. As a key member of our team, you will play a critical role in ensuring the smooth operation of our day-to-day activities.

Key Responsibilities

  • Manage workflows and ensure timely completion of tasks
  • Develop and maintain strong relationships with clients
  • Collaborate with other business units and departments within State Street
  • Manage client Service Level Agreements and ensure they are met
  • Manage internal and external Key Performance Indicators (KPIs) and ensure they are met
  • Work on other projects or tasks as assigned

Requirements

  • 1-2 years of mutual fund operations experience
  • Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)

What We Value

  • Taking ownership and initiative
  • Ensuring accuracy and quality
  • Strong organizational and analytical skills
  • Time management skills and ability to prioritize
  • Providing outstanding service
  • Effective communication
  • Fostering collaboration and teamwork

Education and Qualifications

  • BS/BA (optional)


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