Transfer Agency Associate 1
State Street provides financial services to institutional investors through investment management, custody, and servicing solutions.
About State Street
State Street helps institutional investors manage and safeguard assets through custody, fund administration, and investment management services. You can access front-to-back investment platforms, digital asset services, and global market solutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support dealing operations by following defined procedures, maintaining data quality, and meeting client deadlines. You will perform due diligence, oversee delegated parties against service-level agreements, review working practices, and comply with client asset, data-protection, and financial-crime regulations.
Requirements
- Bachelor's or master's degree; financial or business education is an asset
- MS Office proficiency, including Word, Excel, and PowerPoint
- Administrative and business support skills
- Problem-solving and organizational skills
- Fluent written and verbal English
- Additional EU-language skills are an asset
Responsibilities
- Comply with client asset, data protection, financial crime, and risk regulations
- Follow procedures accurately and on time
- Perform due diligence and maintain controlled processes
- Meet business standards and client deadlines
- Plan and deliver quality services
- Continuously review role-related practices
- Demonstrate integrity in executing duties
- Apply PACE & L operational principles
- Oversee delegated parties’ adherence to SLAs, deadlines, and operating models
Benefits
- Medical plans for employees and dependents
- Employee and family life insurance
- Accidental death and dismemberment coverage
- Employee Assistance Program
- Savings and/or retirement plans, depending on location
- Holiday and paid vacation allowance
- Two paid volunteer days
- Paid parental leave
- Back-to-work support
- Adoption assistance
- Flexible work arrangements
- Group savings
- Sport-club and cinema discounts
- Employee referral bonus program
