Address
Form of workJob Description
Nature & Scope
Your Piece of the Puzzle
Imagine Staffing is recruiting for a Transfer Agent Specialist on behalf of our partner, one of the largest banking institutions in the US and a community leader. This is a contract position offering competitive pay ($20.33-$39.69/hr)
The Transfer Agent Specialist will provide operational, analytical, and reporting support to Corporate Trust business partners, clients and bondholders.
Primary Functions & Responsibilities
Tasks That Will Lead You to Success
- Analyze and interpret Corporate Trust account details and incoming documentation from internal business partners and bondholders to ensure timely and accurate transaction processing on the bondholder system of record.
- Process new account setups, adjustments to existing accounts, transfers of ownership and/or payments through data entry for Corporate Trust customers, ensuring timeliness and accuracy of all work.
- Research and resolve operational and/or calculation discrepancies in response from bondholders and business partners.
- Partner with business and support colleagues including helping assess system functionality and determining solutions for special processing needs to provide an optimal and consistent client experience.
- Ensure regulatory deadlines and department guidelines are met for operational processing to protect Company interests and retain and expand customer relationships.
- Identify processing issues and opportunities for control improvements; work with managers and peers in improving processes for those approved to increase efficiency.
- Communicate with bondholders and business partners in response to their inquiries.
- Develop and maintain an understanding of the business to identify, investigate and resolve issues to contribute to sustained operational performance and positive client interactions.
- Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports diversity and reflects the Bank brand.
- Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Requirements & Qualifications
- High School Diploma or GED
- Excellent communication service skills
- Previous experience as Transfer Agent, investment banker or similar position preferred
