State Street Corporation

Transfer Agency, Assistant Vice President

State Street Corporation • $70K — $130K *
Quincy, MA 02169In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • BS/BA required
  • 5-7 years of financial services experience
  • 3+ years of management experience
  • Operational background

Responsibilities

  • Validate and review daily activities with required controls
  • Research and resolve exceptions and inquiries in a timely manner
  • Define and ensure completion of ad-hoc requests
  • Escalate unresolved issues to management as needed
  • Reconcile discrepancies with other teams
  • Ensure accurate record-keeping of daily and monthly activities
  • Support training of new hires

Benefits

  • Retirement savings plan (401K) with company match
  • Insurance coverage including life, medical, dental, and vision
  • Paid time off including vacation and sick leave
  • Access to Employee Assistance Program
  • Incentive compensation with annual performance-based awards
Full Job Description
What you will be responsible for
  • Validate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues.
  • Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary.
  • Define and ensure successful completion of ad-hoc requests.
  • Escalate unresolved issues to management as required.
  • Reconcile and resolve discrepancies with other teams as needed.
  • Ensure appropriate records of daily and monthly activities are kept.
  • Perform daily or weekly reporting functions for the team's activities.
  • Ensure adherence to Standard Operating Procedures
  • Keep up to date on broader internal/external business issues; apply knowledge across team.
  • Assist management in the implementation of new policies and procedures, participate in projects.
  • Assist with workflow management and technology enhancements.
  • Make suggestions to streamline operations.
  • Maintain knowledge of current alternative procedures and processes
  • Support training of new hires as necessary
  • During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
  • Perform duties of Associates and provide back-up management support if required.
  • Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment.
  • Perform tasks related to regulatory and tax requirements, including tax form and certificate production, AML investor authorization services, Rule 22c-2 services, legal review and coordination of internal and external audit request fulfillment.
  • Perform other duties as assigned.


What we value

These skills will help you succeed in this role
  • Demonstrated skills in problem assessment and solutioning, as well as ability to work in a collaborative fashion to solve complex issues.
  • Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients.
  • Exceptional interpersonal skills, with ability to build trust and forge good working relationships with senior leaders.
  • Proven ability to achieve results, with persistence and influence, as necessary. Promoting teamwork within the department and across the organization.
  • Ability to execute on multiple priorities simultaneously; driving execution and delivering results.
  • Demonstrated ability to motivate employees, build teams/relationships, and manage/lead successfully in a global/matrix environment.
  • Energetic approach with constant focus on how we can better service our clients every day.


Education & Preferred Qualifications
  • BS/BA required.
  • Must have 5-7 years of financial services experience.
  • 3+ years of management experience.
  • Operational background.


Salary Range:
$70,000 - $130,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at State Street Corporation

More Finance & Insurance Jobs

Find similar Transfer Agency, Assistant Vice President jobs:

NationwideQuincy, MA