Supervisor – Transfer Agency Operations

SS&C Technologies

. Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing .

Posted 4/22/2026full-timeKansas City • Colorado, Kansas, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing
Manage ACH transactions, shareholder and international wires, and custody-related transfers, including reporting to custody and fund accounting teams
Supervise the reconciliation and research of money movement activity, trading activity, fund sponsor/wirehouse sales logs, and bank accounts
Establish procedures, project plans, and coordinate work as needed between transfer agency teams
Work with various transfer agency systems to enhance processes and create automation as needed
Acts as the first point of escalation for complex transactions, discrepancies, or risk‑related issues
Supports employee training and development while monitoring workload distribution and deadlines
Partners with management to support operational goals, process improvements, and quality outcomes

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
3-5 years financial industry experience ideally in transfer agency, investor services, or with a wire house
Career oriented, highly motivated, and self-starting individual
Ideal candidate will have proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Problem solving and numerical reasoning skills; ability to analyze data and act
Excellent written and verbal communication skills

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off
holidays
parental leave
professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

reconciliationsreportingtransaction processingACH transactionsmoney movement activitytrading activitydata analysisprocess automationnumerical reasoning

Soft Skills

problem solvingcommunicationtraining and developmentworkload distributionself-startingmotivatedcareer oriented

Certifications

Bachelor’s degree