Key duties and responsibilities
- Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement
- 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/Ad-hoc requirements as per business needs.
- Should be able to work independently but also need to be a good team player.
- Should be able to identify process gaps & need to work as a trouble shoot.
- Ability to support, guide & train other team members.
- Should have the ability to understand & handle complex queries
- Strong domain knowledge is essential & understanding of TA business.es
- Well versed with preparation and review of SOPs/Process flow charts
- Able to identify & implement various process control
- Provide innovative ideas for process enhancements
- Should have a good understanding of regulatory and audit requirements to ensure all the 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 desires
- 1-5 years of relevant experience
Skills Required
- Strong analytical skills
- Responsible for meeting all client deliverables
- Ability to navigate proficiently in a windows environment
- Strong knowledge of Microsoft excel & word
- Ability to write messages in a clear and concise manner
- Ability to read, write & speak English proficiently
- Strong research, resolution and communication skills
- Interpersonal skills - Relationship builder, respectful and resolves problems
- Communication skills - Presentation skills, listening skills, oral & written communication skills
- Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship builder
- Motivational skills - Performance standards, achieving results and persistent.
- Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks.
- Flexible enough to work in any shifts as per business needs
- Prior Transfer Agency processing experience is required.
- Bachelor s degree in commerce is desirable
- 1-5 years of relevant experience
- Ability to work under pressure and should be able to handle multiple projects.
- A good understanding of effective risk management & it s execution.
- Effective verbal reasoning and numeric skills
- Excellent planning and organization skills
- The candidate should be able to understand the intricacies of TA business & it s impact on other related functions.
