Transfer Agency Officer

Responsibilities

• Manage day-to-day activities of a functional transfer agency team, ensuring accuracy and adherence to controls within tight deadlines
• Review and approve daily cash movements for clients and their shareholders
• Manage monthly and quarterly client events with strict processing and deliverable deadlines
• Monitor and maintain client Service Level Agreements (SLAs) and internal/external KPIs
• Collaborate with other Transfer Agency business units and various departments within the organization
• Resolve complex operational issues and develop action plans to increase team efficiency and productivity
• Build and maintain strong relationships with internal and external stakeholders

Requirements

• BS/BA degree
• 3–5 years of mutual fund operations experience
• Proficiency in MS Office

Benefits

• Competitive medical, dental, and vision insurance
• Retirement savings plan (401K) with company match
• Paid time off, including vacation, sick leave, and family care responsibilities
• Incentive compensation eligibility for annual performance-based awards
• Access to flexible work programs and professional development support

About the Company

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For more than two centuries, we have helped institutional clients safeguard and steward investments through investment servicing, data and analytics, research, and management.