Transfer Agency, Avp

2 weeks ago

Sydney, Australia State Street Full time

Who we are looking for
- The main function of the role is: Account for the day-to-day management of a functional/oversight team(s) and manage daily service delivery and production activities performed by staff. Work in conjunction with individuals on the team as well as other Shared Service teams/COE’s, Client Operations and other business units to ensure seamless processing according to the fund’s policies, to ensure all SLAs are met. As well as, Work collaboratively with teams and management across the organization on various projects, oversight, committees, KPIs, etc.

What you will be responsible for
- To involve in the process to approve the high value transactions
- Act as the primary contact and key escalation point for operational issues, as well as provide technical expertise to resolve daily problems.
- Manage and escalate issues related to BU Shared Services and COE’s.
- Manage departments overtime budget effectively
- Ensure appropriate records of daily and monthly activities are kept.
- Assist with compliance/fiduciary reviews, controls, and audits as needed.
- Assess impacts of regulatory changes.
- Identify and implement consistent operational best practices.
- Coordinate /Lead the implementation of new funds, systems and processes as well as assists with client conversions and other client projects.
- Train, develop and motivate new staff, as well as complete performance appraisals.
- Provide staffing recommendations by interviewing new personnel and making effective hiring decisions.
- Serve on committees and help define and implement new company initiatives.
- Provide coaching and development opportunities to staff, participate in individual on-going training and development.
- Make effective recommendations to hire, discipline, control work and terminate employment.
- Make effective recommendations for promotions, salary increases and bonuses.
- During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

What we value

Education Requirements:

- Bachelor’s Degree in Commerce / Economics with a specialization in Business, Accounting, Finance or equivalent experience preferred

Experience Requirements:

- Overall experience of 12+ years and at least 5+ years of related Fund Trading/Custody part of which must have been in a management or supervisory capacity.
- Knowledge of securities language and legal requirements.
- Good interpersonal, organizational and management skills.
- Solid understanding of operational functions within Custody. Ability to provide technical expertise to resolve daily problems.

  • Transfer Agency Projects and Business Support, Assistant Vice President

    3 days ago

    Sydney, New South Wales, Australia State Street Full time $120,000 - $180,000 per year

    *Who We Are Looking For*Lead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.Provide project management...

  • Transfer Agency, Assistant Manager

    1 hour ago

    Sydney, Australia State Street Full time

    Overview The Assistant Manager is responsible for the control of daily operations of the team and to ensure that all Client agreements are consistently meet. The Assistant Manager is also responsible for the validation and audit checking transactions and outputs against agreed Client Service Level Agreement (SLA) by overseeing the Transfer Agency processing...

  • Manager - Transfer Agency, Australia

    1 week ago

    Sydney, New South Wales, Australia Apex Group Ltd Full time $90,000 - $120,000 per year

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • Transfer Agency Projects and Business Support, Assistant Vice President

    3 days ago

    Sydney, New South Wales, Australia State Street Full time $120,000 - $180,000 per year

    Who we are looking forLead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.Provide project management...

  • Operations - Transfer Agency Oversight Manager

    4 days ago

    Sydney, Australia JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As a Transfer Agency Oversight Manager in the Fund Services team, you will responsible for overseeing and monitoring key KPI's and operational deliveries by the Transfer Agency vendor servicing clients in Australia and New Zealand. **Job responsibilities** - Monitoring of Key Performance Indicators (KPI’s) and operational oversight of...

  • Account Manager, Transfer Agency

    7 days ago

    Sydney, Australia Apex Group Ltd Full time

    Account Manager, Transfer Agency The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our...

  • Avp- Marketing

    2 weeks ago

    Sydney, Australia Genpact Full time

    With a startup spirit and 100,000+ curious and courageous minds, we have the expertise to go deep with the world’s biggest brands—and we have fun doing it. Now, we’re calling all you rule-breakers and risk-takers who see the world differently and are bold enough to reinvent it. Come, transform with us. **AVP - Marketing Specialist for...

  • Avp, Finance, Australia

    2 days ago

    Sydney, Australia Pacific Life Full time

    AVP, Finance, Australia (12 month contract) **Job Title** AVP, Finance, Australia (12 month contract) This role will be a member of the Australia Finance team responsible for supporting the VP, Finance & Actuarial in delivering on the financial reporting affairs of the Australia business unit. The role requires a good understanding of the statutory,...

  • Apac Transfer Agency Product Manager, Vice President

    7 days ago

    Sydney, Australia State Street Corporation Full time

    State Street Corporation Sydney, AustraliaPosted 13 minutes ago Permanent Competitive **Who we are looking for** The APAC Transfer Agency Product Manager, VP reports to APAC Head of Product Management SVP, with a matrix reporting to Global Head of Investor Services Product SVP. The APAC Transfer Agency Product Manager is responsible for the development,...

  • Transfer Agency Administrator, Associate 1

    2 weeks ago

    Sydney, Australia State Street Full time

    **Job Description**: - Who we are looking for- Transfer Agency (Unit Registry) is a specialist team that provides our large client base with daily prices as well as cash forecasting, issuing daily, monthly and annual statements to our client’s investors. The team is also responsible for processing daily transactions received from investors as well as...