Transfer Operations Specialist
4 weeks ago
SS&C Technologies Holdings is seeking a skilled Transfer Specialist to support and lead the transfers service to our clients, driving excellence in all work activities.
About the Role
The ideal candidate will have a good understanding of the technical aspects of transferring assets between providers, with subject matter expert experience of transfer systems such as Equisoft/Altus or Origo.
Key Responsibilities
- Daily review and assessment of transfer exception reports and management information.
- Prompt identification and investigation of transfer related exceptions, prioritisation of tasks for completion and/or escalation.
- Timely completion and submission of relevant reports and management information, as and when required.
- Support of all operations processes.
Required Competencies
- Critical evaluation and problem solving.
- Effective communication and teamwork.
- Ability to learn quickly, with a positive and proactive attitude to change.
- Good Microsoft office skills, specifically Excel.
- Financial Services Operations Management experience.
- ISA, JISA & LISA administrative knowledge and experience.
SS&C Quality
All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:
- To be quality driven, aiming for 100% accuracy and timeliness of delivery.
- To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer.
- To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
- To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
- To communicate and promote the values which reinforce and support a consistent quality culture.
Equal Opportunities
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation.
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