Review and process customer transactions and account inquiries including but not limited to escalations
Comply with all policies and procedures related to all aspects of TA Operations
Ensure quality standards are enforced, met and compliant with regulatory mandates
Ensure all key daily duties are performed timely and accurately
Collaborate with aligning business partners to develop and create written procedures
Ensure all procedures are updated to mitigate process risks
Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
Support and lead business initiatives and special projects
Liaise with others to implement corporate strategy
Cross train as needed
Other duties as assigned by management

College Degree required and/or 7-10 years experience in Financial Service Operations
Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
Effective written, verbal and listening skills
Strong problem solving and decision-making skills
Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Analyst, TA Operations

Key skills