Key duties and responsibilities
- Processing of Financial and Non-Financial transactions through internal systems as per regulatory and client requirements
- Identify and resolve problems within the defined procedures
- Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
- Expected to work on initiatives and ad-hoc requirements as per business needs
- Should be able to work independently but also be a good team player
- Should be able to identify process gaps and troubleshoot
- Ability to support, guide and train other team members
- Should have the ability to understand and handle complex queries
- Strong domain knowledge is essential and understanding of TA business
- Well versed with preparation and review of SOPs and process flow charts
- Able to identify and implement various process controls
- Provide innovative ideas for process enhancements
- Should have a good understanding of regulatory and audit requirements to ensure all requirements are fulfilled
- Ability to prioritize multiple tasks by utilizing effective time management skills
Qualification and Experience
- Prior Transfer Agency processing experience is required
- Bachelor's degree in commerce is desirable
- 15 years of relevant experience
Skills Required
- Strong analytical skills
- Responsible for meeting all client deliverables
- Ability to navigate proficiently in a Windows environment
- Ability to write messages in a clear and concise manner
- Ability to read, write and speak English proficiently
- Strong research, resolution, and communication skills
- Interpersonal skills including relationship building and problem resolution
- Communication skills including presentation, listening, oral and written skills
- Self-management including adaptability, integrity, and learning behavior
- Motivational skills including performance standards and persistence
- Innovative thinking including decision making, logic, and solution finding
- Attention to detail and ability to manage multiple tasks
- Flexible to work in any shifts as per business needs
- Ability to work under pressure and manage multiple projects
- Understanding of effective risk management and its execution
- Effective verbal reasoning and numeric skills
- Excellent planning and organization skills
- Ability to understand intricacies of TA business and its impact on other related functions