Job Title
We are seeking a seasoned business professional to assume a pivotal role in our asset servicing sector. As a Transfer Agent, the selected candidate will be instrumental in driving the success of a major onboarding and transformation project.
Key Responsibilities:
* Analyze project requirements and document them into Project Initiation Documentation (PID)
* Participate in solution design and testing of new functionalities
* Monitor and control changes associated with the project, including reporting
* Analyze and test new connectivity solutions, including SWIFT and SFTP
* Conduct trailer fees analysis and testing
* Provide functional expertise on TA 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
Technical Environment:
* Hardware: PC Laptop
* Software: Microsoft Office Suite, TA system applications (e.g., Multifonds TA, etc)
* Connectivity: SWIFT, SFTP, NSCC
Required Skills & Experience:
* Proven expertise in Transfer Agent (TA) processes, including end-to-end operational workflows and reporting
* Strong knowledge of SWIFT and SFTP connectivity
* Experience with Multifonds TA, trailer fees, NSCC, reconciliations, and KPI reporting
* Operational expertise in TA and related business analysis • Project management skills
* Ability to organize and deliver training and documentation
* Excellent communication skills in both French and English