Transactions Dealing Team Leader

Transactions Dealing Team Leader

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

In Australia, SS&C is predominately located in Melbourne and Sydney and has 600+ employees. Most of the Australian division are working on Unit Registry (referred to as Transfer Agency around the world) technology and services. SS&C Managed Funds Administration (MFA) is the largest provider of Unit Registry services in Australia, providing Fund Manager, Custodians and end to end service offering.

**Opportunity Snapshot**

This varied and high paced role involves a combination of leading people and responsibility for the team's processing of unit movements Applications, Redemptions, Transfers and Switches, providing reporting deliverables to key clients and for delivering these requirements in high quality, timely and accurate manner.

**Nature and scope**

Central to the role is the provision of client reporting within tight turnarounds and with 100% accuracy. The Team Leader is responsible for ensuring all checklists are maintained and up to date, that other teams are communicated to and are aware of the timing of all processes to ensure that client SLA's are achieved. The Team leader is also required to work with the other registry teams in a co-operative and effective manner.

**Key responsibilities**
- Delivery of client reporting accurately & within SLA requirements. Immediate escalation of any quality or timeliness issues to Head of Dealing.
- Team leadership, positive role model; meeting with the team members 1-1 on a regular basis
- Timely completion of performance appraisals and performance management
- Documenting User Guides
- Maintaining documentation such as procedures and checklists
- Ensuring that all unit movements are complete ahead of finalising reporting deliverables
- Provide high quality internal and external service
- Meet and actively monitor all team deadlines, with any issues escalated and communicated appropriately to managers and all stakeholders
- Work with other teams within operations team to deliver optimum outcomes
- Ensure appropriate testing assurance is completed for Trust Architect releases, BCP testing etc.
- Own BCP process for the team, including regular (quarterly) training sessions for the team.

**Key performance indicators**

Performance against target for:

- Adherence to business processes
- Level of staff engagement/morale and delivery against agreed standards within the team
- Quality and accuracy of processing
- Meeting of all client deadlines
- Process and service delivery improvement initiatives
- Adherence to client business rules and compliance policies

**Skills and competencies**
- Excellent written and verbal communication
- Quality service orientation/continuous improvement
- High level of accuracy and attention to detail
- Spread sheet and analytical skills
- Planning and organising
- Customer service focus and a passion for service delivery
- Excellent Problem Solving Skills and demonstrated initiative
- Ability to build strong relationships with internal stakeholders
- Ability to work well under pressure, maintaining professionalism
- A 'can do' approach and an ability to operate effectively within a dynamic and high performing environment
- Demonstrated drive and commitment towards attaining the highest possible standards
- Tenacity and resilience
- Ability to work effectively and consultatively within a diverse team environment

**Knowledge and experience**
- 5+ years Financial Services experience
- 3+ years Unit Registry experience
- 1+ years team leadership, demonstrated people leadership experience
- Knowledge of the financial services industry particularly funds management, custody and platforms

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Job ID R21261