Transfer Agency, Assistant Vice President
$70,000–$130,000 year
Hybrid · Quincy, Massachusetts, United States
Job Summary
Senior Transfer Agency role (Assistant Vice President) responsible for validating daily activity, ensuring controls, resolving exceptions, handling inquiries, defining ad-hoc requests, reconciling discrepancies, and maintaining records. Requires leadership in coordinating with multiple teams, oversight of regulatory/tax requirements, AML-related services, and support for policy implementations, training, and process enhancements. Must demonstrate strong problem-solving, communication, interpersonal skills, and the ability to drive results in a fast-paced, global environment. BS/BA required with 5-7 years in financial services and 3+ years of management experience; salary range $70,000-$130,000 annually.
Required Qualifications
- BS/BA required
- 5-7 years of financial services experience
- 3+ years of management experience
- operational background
- BS/BA in a relevant field
- experience in financial services operations
- strong communication skills
- ability to work in a global/matrix environment
- ability to lead and motivate teams
- process improvement experience
- compliance and regulatory knowledge
- AML investor authorization services
- tax form and certificate production
- audit request fulfillment
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