State Street Corporation

Financial Reporting, Officer

State Street Corporation • $60K — $101K *
Quincy, MA 02169In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field or equivalent work experience
  • 4-6 years in Treasury Services or related experience
  • Strong background in expense administration, distribution calculations, and regulatory/client reporting
  • Intermediate Excel skills
  • Strong verbal and written communication skills

Responsibilities

  • Plan, schedule, and manage daily workflow for multiple client relationships
  • Ensure timely and accurate client deliverables
  • Perform reviews on Treasury Services tasks including Expense Administration and Regulatory Reporting
  • Cultivate effective relationships with clients and team members
  • Oversee coordination of activities across departments
  • Escalate delays and issues with deliverables to upper management
  • Ensure compliance with controls and procedures and recommend improvements

Benefits

  • Opportunity to work in a collaborative and high-volume environment
  • Exposure to regulatory changes and industry developments
  • Professional development in Treasury Services and financial products
  • Ability to drive process improvements and system enhancements
  • Supportive team culture with leadership development opportunities
Full Job Description
Who we are looking for

We are looking for an experienced professional that will be responsible for planning, scheduling, and managing the daily workflow of one or more client relationships. In addition, we are looking for someone who can maintain strong client relationships, evaluate and recommend process improvements resulting in increased efficiency and improved client service. The qualified candidate will also be responsible for preparing/reviewing Treasury Services tasks associated with client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting within the Treasury Services group in State Street's Global Delivery division. The preferred candidate will have a Bachelor's degree or equivalent work experience with a focus in Treasury Services work of 4-6 years of related experience.

What you will be responsible for

As Officer you will

  • Plans, schedules, and manages the daily workflow of one or more client relationships


  • Ensures timely and accurate deliverables for each client relationship


  • Has a strong background in treasury services with concentration in expense administration (budgeting, invoicing, etc.), distribution calculations, fund performance and regulatory/client reporting


  • Perform multiple levels of review on client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting


  • Cultivates and maintains positive and effective relationships with clients and SSC coworkers


  • Comprehends the scope of services offered to clients and reviews with staff; identifies and communicates workflow deviations to avoid unwarranted service expansion


  • Oversees the effective coordination of activities with other departments


  • Escalate all delays and issues regarding assigned deliverables timely to AVP


  • Ensure all accounting, client and auditor issues are researched and resolved timely


  • Ensures all controls and procedures are adhered to as well as makes recommendations for improvements .
    • Ensures effective use of automation and makes recommendations for current system enhancements. Provides feedback and recommendations for new mutual fund administration applications


    • Remains informed of regulatory changes and new industry and competitor developments


    What we value

    These skills will help you succeed in this role

    • Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills.


    • Good understanding of financial services and investment products.


    • Strong attention to detail and a focus on service.


    • Strong PC skills, specifically Excel skills (Intermediate).


    • Strong written and verbal communication skills.


    • Ability to prioritize multiple responsibilities to meet internal and industry deadlines.


    • Strong problem resolution skills.


    • Ability to work well in a fast paced, high volume atmosphere.


    • Desire and commitment to learn technical aspects of each deliverable.


    • Ability to communicate with various internal teams to resolve inquiries and understanding when to escalate.


    • Strong communication, interpersonal, organizational, and time management skills.


    • Demonstrates an ability to be a leader within their team, as well as be a leader amongst your peers.


    • Ability to interact with on-shore and off-shore teams to resolve inquiries and understanding when to escalate


    Education & Preferred Qualifications

    • Bachelors Degree


    • 4-6 years related experience


    Additional requirements

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Finance & Insurance
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ
STT
* Ladders Estimates

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