Senior Associate, Mutual Fund Transfer Agency

STATE STREET CORPORATION; Quincy (MA); On-site; USD 52,000 - 94,000; Full time

Benefits offered by this job

401K with company match

Paid time off

Volunteer days

Flexible work program

Job summary

State Street Corporation in Quincy, MA is seeking an Officer in Transfer Agency SHS to oversee day-to-day team activities, monitor deadlines, and ensure accuracy and controls. The role manages client events, cash movements, SLAs and KPIs, collaborating across units, and developing the team while addressing issues and taking on additional projects.

Ideal candidate has 3–5 years mutual fund operations experience and a BS/BA; strong organization, analytical, and communication skills, and a

Qualifications

• Ownership and initiative in managing team tasks.
• Attention to detail and high accuracy in processing.
• Strong organizational and analytical skills to prioritize work.

Responsibilities

• Manage day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines.
• Manage monthly and quarterly client events that have strict processing and deliverable deadlines.
• Review and approve cash movements to our clients and their shareholders daily.
• Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met.
• Collaboration with other Transfer Agency business units as well as other departments within State Street.
• Developing and maintaining strong relationships with all internal and external stakeholders.
• Handling and resolving complex operational issues, as they arise.
• Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity.
• Managing other projects or tasks, as assigned.

Skills

Ownership

Detail-oriented

Organizational skills

Analytical skills

Time management

Client service

Communication

Collaboration

Education

BS/BA

Tools

MS Office

Job description

State Street Corporation in Quincy, MA is seeking an Officer in Transfer Agency SHS to oversee day-to-day team activities, monitor deadlines, and ensure accuracy and controls. The role manages client events, cash movements, SLAs and KPIs, collaborating across units, and developing the team while addressing issues and taking on additional projects.

Ideal candidate has 3–5 years mutual fund operations experience and a BS/BA; strong organization, analytical, and communication skills, and a