Transfer Agency Transaction Operations Lead

4 tygodni temu

Kraków, Lesser Poland Brown Brothers Harriman Pełny etat

At Brown Brothers Harriman, we're looking for a skilled Transfer Agency Transaction Operations Lead to join our team. In this role, you'll be responsible for the processing of trades and other related tasks for the funds for which BBH acts as Registrar.

Key Responsibilities:
  • Process all trades on relevant dealing day
  • Validate and approve Transfer Agency transactions
  • Review and discuss with Supervisor/Manager any issues requiring escalation
  • Update Fund Accounting and client on trading activity in line with procedures or Service Level Agreements
  • Issue shareholder correspondence: contract notes and other transaction confirmations
  • Work closely with Supervisors on audit and other requirements
  • Ensure that policies and procedures are adhered to on a daily basis and have this evidenced
  • Update procedures as needed with continuous improvement
  • Respond to and resolve client and shareholder queries
  • Remain knowledgeable of changing industry initiatives (attend to presentations from Supervisor/Manager, work sessions & personal effort-training)
What We Offer:
  • A competitive salary of $85,000 - $110,000 per annum, based on experience
  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service
  • Private medical care for you and your family
  • Life Insurance
  • Hybrid Working Opportunities
  • Professional trainings and qualification support
  • Thrive Wellbeing Program
  • Online benefit platform
Requirements:
  • BA/MS degree and/or equivalent work experience
  • Minimum of 2-3 years of Transfer Agency experience or alternatively in Finance industry
  • Prior experience working in a client servicing focused work environment
  • Attention to detail and proven ability to handle complexity
  • Ability to multitask and to manage competing priorities given broad portfolio of clients
  • Ability to work effectively under pressure and demonstrate initiative
  • Proven ability to adapt to change and problem solving
  • Good knowledge of standard Office applications (Word, Excel and PowerPoint)
  • Knowledge or prior experience of Multifonds is an advantage
  • Ability to work overtime as necessary

This role offers a unique opportunity to develop your skills and expertise in Transfer Agency operations and to contribute to the success of our business. If you're passionate about delivering high-quality results and providing excellent client service, we encourage you to apply.

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