Transfer Agent Project Manager
Computershare UK
full-time
Posted on:
Location Type: Hybrid
Location: Jersey City • New Jersey • United States
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Salary
💰 $85,000 - $95,000 per year
About the role
- Manage multiple onboarding projects simultaneously. Maintain current MS Project plan and keep stakeholders informed. Facilitate and plan initial kick-off and weekly ongoing project meetings with client, counsel, and internal stakeholders to ensure implementation milestones are met to successfully complete the client onboarding. Ensure all legal, compliance, and regulatory appointment documentation is obtained timely and in good order such as legal Opinions, Board resolutions, Custody agreements, Plan documents, etc.
- Provide appropriate project guidance to Event Specialist and Data Analyst.
- Complete initial shareholder Welcome package mailing.
- Ability to work and speak professionally with all levels of customers both internal and external such as attorneys, CEO’s, CFO’s, Senior Managers, Sales Team, etc.
- Monitors and reports on progress of the project to all stakeholders and reports project progress, problems, and solutions to Onboarding Operations manager on a frequent basis.
- Coordinates and/or performs applicable set-up activities to all Computershare peripheral systems and coordinates shareholder selling activity where required in the process.
- Receive escalated deliverables from management prioritizing accordingly.
Requirements
- Bachelor's degree (B. A.) from four-year college or university; or 3 to 5 years related experience and/or training; or equivalent combination of education and experience.
- Knowledge of Transfer Agent functions and/or strong Financial Services industry knowledge required including requirements for share issuance, share movement, restrictions, closing process, etc.
- 3 to 5 years Transfer Agency and Project Management experience.
Benefits
- Paid parental leave
- flexible working and a caring and inclusive culture.
- Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
- Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
- Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.
- Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementMS Projecttransfer agent functionsshare issuanceshare movementclosing process
Soft Skills
communicationstakeholder managementprofessionalismproblem-solvingcoordination
Certifications
Bachelor's degree