State StreetTransfer Agency, Associate 1
State Street is hiring a Transfer Agency, Associate 1. Level rates it ; you can apply on State Street.
Level's read on this job
- On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
- Tools and skills the posting cites include MS Office, Excel and Word.
- Level classifies it as a junior role.
- Level lists 1,100+ other open roles at State Street.
AI in this role
Perform transfer agency operations, ensuring regulatory compliance, data quality, and client service delivery.
Your Role
We are looking for a Transfer Agent Associate 1, to join our Dealing team. You will be responsible for reviewing and implementing strict data quality processes and complying with the regulatory regimes related to Client Asset and Data protection. You will be delivering high quality service against goals and targets set by the Manager performing tasks under supervision and acting within defined procedures.
Your Team
You’ll be working within the Dealing department and directly reporting to the Line Manager, Officer level, establishing effective collaborative relations with clients, peers and superiors.
Your Responsibilities
- Comply with the regulatory regimes, in particular Client Asset, Data Protection and Financial Crime regulation & Risk
- Adhere to procedures in relation to all tasks in a timely and accurate manner
- Exercise Due Diligence making sure processes are organized and under control
- Ensure business standards and client deadlines are met on a consistent basis
- Plan effectively quality services delivery
- Continuously review practices relating to the role
- Demonstrate integrity in the execution of duties
- Adhere to the operational principles PACE & L: Professional, Accountable, Client Focused, Excellence and Leadership in all tasks and interactions
- Perform oversight over delegated parties to ensure adherence to SLAs, deadlines and operating models in line with established procedures.
Your Profile
- Bachelor's or master's Degree - Financial or Business education would be an asset
- Good working knowledge of MS Office suite including Word, Excel and PowerPoint
- Excellent administrative and business support skills, with the ability to multi-task and to work calmly under pressure
- A clear and precise methodological approach to problem-solving; organization skills for oneself and others; team-oriented, enthusiastic and flexible; initiative and meet deadlines
- Excellent communication skills - Fluent in English (written and verbal)
- Additional EU languages such as Dutch, German, French, Spanish or Italian would be an asset
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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How we rate this
Transfer Agency, Associate 1 at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where data protection was part of your work. What did you do?
- Tell me about a project where compliance was part of your work. What did you do?
- Tell me about a project where transfer agency was part of your work. What did you do?
- Tell me about a project where client services was part of your work. What did you do?
- Tell me about a project where administration was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Data Protection, Compliance, Transfer Agency, Client Services, and Administration. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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