Senior Transfer Agent Specialist Role Overview
This is a key position within a major project aimed at enhancing transfer agent processes and related systems in the asset servicing sector.
Key Responsibilities:
* Develop project requirements and formalize them into Project Initiation Documentation (PID)
* Participate in solution design and testing of new functionalities
* Oversee changes associated with the project, including reporting
* Assess and test new connectivity solutions, including SWIFT and SFTP
* Conduct analysis and testing of trailer fees
* Provide expertise on transfer agent applications (Multi-funds TA and related systems)
* Organize and deliver documentation to support process evolution and production rollout
* Support business and onboarding activities, including training sessions for stakeholders
* Evaluate risks and define risk mitigation strategies
* Produce user guides and continuously update the knowledge database