Senior Associate Level-1

Key duties and responsibilities

• Processing of Financial & 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 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 desired
• 510 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 relationship builder, respectful, and problem solver
• Communication skills presentation, listening, oral, and written
• Self-management adaptability, resilience, learning behavior, integrity, and ethics
• Motivational skills performance standards, achieving results, persistence
• Innovative thinking creative, logical, and solution-oriented
• 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 the intricacies of TA business and its impact on other related functions