State Street Corporation

Transfer Agency, Officer

State Street Corporation$60K — $101K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of financial services experience
  • 3-5 years of mutual fund operations experience
  • Bachelor's degree (BS/BA) required
  • Proficient in MS Office
  • Strong analytical skills and attention to detail

Responsibilities

  • Manage daily activities of a functional team to ensure accuracy and adherence to controls
  • Oversee monthly and quarterly client events with strict deadlines
  • Review and approve daily cash movements for clients and shareholders
  • Manage Service Level Agreements (SLAs) and key performance indicators (KPIs)
  • Collaborate with other business units and departments
  • Develop relationships with internal and external stakeholders
  • Address and resolve complex operational issues
  • Lead team development efforts using productivity measures to enhance efficiency

Benefits

  • Comprehensive medical care, insurance, and savings plans
  • Flexible work arrangements
  • Generous paid time off, including vacation and sick leave
  • Access to Employee Assistance Program and wellness resources
  • Opportunities for professional development and educational support
  • Paid volunteer days and matching gift program
  • Inclusive employee networks for professional connection
Full Job Description

Who we are looking for

The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.

What you will be responsible for

As an Officer in the Transfer Agency SHS, you will

  • Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines

  • Manage monthly and quarterly client events that have strict processing and deliverable deadlines.

  • Review and approve cash movements to our clients and their shareholders daily.

  • Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met

  • Collaboration with other Transfer Agency business units as well as other departments within State Street

  • Developing and maintaining strong relationships with all internal and external stakeholders

  • Handling and resolving complex operational issues, as they arise

  • Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity

  • Managing other projects or tasks, as assigned

What we value

These skills will help you succeed in this role

  • Taking Ownership and Initiative

  • Ensuring accuracy and quality – detail oriented

  • Strong organizational and analytical skills

  • Time management skills – ability to prioritize

  • Providing outstanding service

  • Effective Communication

  • Fostering Collaboration and Teamwork

Education & Preferred Qualifications

  • BS/BA required

  • Must have 3 – 5 years of mutual fund operations experience

  • Proficient in MS Office

Salary Range:

$60,000 - $101,250 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 .

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
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ

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