Transfer Agent Management Role
This role involves overseeing a team of transfer agents to ensure timely and accurate execution of transfer agency operations, including subscriptions, redemptions, transfers, and shareholder register maintenance.
The successful candidate will have at least 7 years of experience in a transfer agency setting, with prior management experience, and be fluent in English. French language skills are considered a strong asset.
* Supervise and manage a team of transfer agents, prioritizing accuracy, timeliness, and regulatory compliance.
* Develop and maintain strong relationships with key clients, driving business growth through trust and effective communication.
About the Position
* Lead a team of transfer agents, focusing on operational efficiency and meeting performance targets.
* Collaborate with internal teams to enhance operational efficiency and meet performance standards.
Requirements
* Minimum 7 years of experience in a transfer agency setting, including prior management experience.
* Fluency in English; French language skills a strong asset.
* Strong knowledge of alternative investment structures and anti-money laundering/kyc compliance matters.
* Excellent leadership, communication, and problem-solving skills, with high attention to detail.
Key Responsibilities
1. SUPERVISE TRANSFER AGENTS: Oversee daily activities, ensuring adherence to regulatory requirements and company policies.
2. Maintain Relationships: Foster strong client relationships through regular communication and proactive issue resolution.
3. Evaluate Performance: Monitor team performance against set standards, providing guidance and coaching as needed.