Director, Transfer Agency Operations
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Kansas City • Colorado, Illinois, Kansas, Massachusetts, Montana, Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $175,000 per year
Job Level
Lead
About the role
- Completion of various department functions with the Transfer Agency
- Transactional reporting and reconciliation to clients, custody and fund accounting
- Custody money movements
- Bank open items review and resolution
- Input and payment distributions associated with dividends and capital gains
- Bank money movement file transmission
- Bank Account reconciliation
- Wire, ACH, and check money movement
- Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
- Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
- Attends and participates in industry calls
- Supports new business sales initiatives
- Supports ongoing business projects, including system enhancements and client specific requests
- Supports ongoing daily support items, including managing and resolving technical issues or client inquiries
Requirements
- Bachelor’s degree in Finance or related field or equivalent experience
- 10+ years’ experience in Transfer Agency, Investor Services, or a related field (e.g., Financial Services, Fund Administration, Treasury Management)
- 5+ years’ management experience leading operational teams
- Strong knowledge of financial services operations, including money movement, payment processing, and bank interfaces
- Excellent communication skills, including written, listening and presentation abilities
- Proven ability to work under pressure and meet deadlines
- Strong organizational and relationship building skills
- Must be willing to work on site at least 6 days/month
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
transactional reportingreconciliationmoney movementbank account reconciliationwire transferACHcheck processingpayment processingfinancial services operationssystem enhancements
Soft skills
communication skillsorganizational skillsrelationship buildingability to work under pressureability to meet deadlinescollaborationleadershipproblem-solvingadaptabilityparticipation in industry calls
Certifications
Bachelor’s degree in Finance