Consultant, Transfer Agency

2 months ago

Melbourne, Australia Northern Trust Full time

**About Northern Trust**:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

**What you will do**

Reporting to the Manager of Unit Registry Oversight you will assist with the oversight and management of the outsourced provider of unit registry / transfer agency services ensuring SLA and key client deliverables are met in a timely and accurate manner.

In addition, you will act as a SME assisting client and internal stakeholders with support and query resolution. This will involve managing complex unit registry / transfer agency projects such as strategic change management, new business transitions, process change and regulatory compliance.

You will be expected to keep abreast of emerging industry trends and maintain regular contact with peers internal and external to firm, including regulators and professional organizations.

**In addition to the above you will**:

- Assist with the governance and oversight of the outsourced registry provider
- Act as a liaison between the outsourced registry provider and internal and external stakeholders
- Be responsible for leading the unit registry stream during client transitions
- Coordinate deliverables during peak processing periods (i.e. financial year end)
- Participate in industry working groups
- Utilise your past experience to identify potential risks in operational processes

**Your Knowledge/Skills**:

- Strong client service focus
- 8+ years' experience working in or closely with a unit registry / transfer agent with exposure to wholesale and retail funds
- Strong understanding of the regulatory requirements of a unit registry
- Excellent at written and verbal communication
- Able to develop internal and external relationships
- Ability to work independently

**Working with Us**:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

**Reasonable accommodation**

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Job ID R132692
- ABOUT COMPANY
- Northern Trust Company
- Melbourne, Australia
22000 Employees Private Banking / Wealth Management

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the worl...

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