Financial Planning and Analysis

• Liaise with the Transfer Agent to ensure accurate processing of activity and escalate issues internally and externally as needed.
• Coordinate the onboarding process for new intermediaries and service providers.
• Efficiently navigate alternative technology platforms to ensure timely trade reconciliation and effective problem resolution for enhanced advisory services.
• Resolve operational problems efficiently and effectively.
• Work with complex concepts and products in a dynamic environment with ambiguous situations.
• Develop and maintain detailed written procedures and continuously improve initiatives to enhance operational efficiency.
• Lead projects to implement strategic changes and improve our service model and workflow.
• Analyze data from the Transfer Agent and offer creative solutions to emerging problems.
• Develop expertise in all investment products and fulfill requests within the scope of the role.
• Support the oversight of Transfer Agent activities and document procedures and processes.
• Capture Transfer Agent data for operations reporting and maintain accountability to deadlines.
• Engage in direct, open, and progressive conversations with management and partners across the firm.
• Support ongoing custodian and intermediary relationships.

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