Senior Associate Level 2

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 defined procedures
• Complete archiving of investor and client documentation ensuring a full audit trail for retrieval
• Work on initiatives and ad-hoc requirements as per business needs
• Independently handle tasks and be a good team player
• Identify process gaps and troubleshoot issues
• Support, guide, and train other team members
• Understand and handle complex queries
• Strong domain knowledge and understanding of TA business
• Prepare and review SOPs and process flow charts
• Identify and implement various process controls
• Provide innovative ideas for process enhancements
• Understand regulatory and audit requirements and ensure compliance
• Prioritize multiple tasks using 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
• Meeting all client deliverables
• Proficient navigation in a Windows environment
• Clear and concise communication (written and verbal)
• Strong research, resolution, and communication skills
• Relationship building and problem resolution
• Presentation, listening, and verbal/written communication skills
• Adaptability, resilience, integrity, and ethical behavior
• Performance-focused and persistent
• Creative, logical thinking, and multi-tasking
• Willingness to work in flexible shifts
• Ability to work under pressure and manage multiple projects
• Understanding of effective risk management
• Strong verbal reasoning and numeric skills
• Excellent planning and organizational skills
• Deep understanding of TA business and its cross-functional impact