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Transfer Agent Integration Specialist
| Company | Computershare |
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| Location | New York, NY, USA |
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| Salary | $75 – $85 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- Microsoft Office Proficiency: Skilled in Excel, Word, and PowerPoint.
- Financial Industry Experience: 3-5 years in financial services.
- Leadership: Guide team members and coordinate tasks.
- Problem Solving: Resolve complex issues with attention to detail.
- Impact: Ensure high-quality service and meet deadlines.
- Communication: Excellent verbal and written skills, handle sensitive issues diplomatically.
Responsibilities
- Manage multiple onboarding projects: Oversee several projects simultaneously, maintaining MS Project plans and keeping stakeholders informed.
- Facilitate meetings: Plan and conduct initial kickoff and weekly project meetings with clients, counsel, and internal stakeholders to ensure milestones are met.
- Ensure documentation: Obtain all necessary legal, compliance, and regulatory documents in a timely manner, including legal opinions, board resolutions, custody agreements, and plan documents.
- Provide guidance: Offer project guidance to Event Specialists and Data Analysts.
- Complete welcome package: Handle the initial shareholder welcome package mailing.
- Professional communication: Interact professionally with all levels of customers, including attorneys, CEOs, CFOs, senior managers, and the sales team.
- Monitor progress: Report on project progress, problems, and solutions to the Onboarding Operations manager frequently.
- Coordinate set-up activities: Perform set-up activities for Computershare peripheral systems and coordinate shareholder selling activity as required.
- Prioritize deliverables: Manage escalated deliverables from management, prioritizing accordingly.
Preferred Qualifications
No preferred qualifications provided.
