Job Description
Full job description
Who we are looking for:
A Manager in Transfer Agency (Unit Registry), who will be responsible for the overall management and motivation of the team to meet daily operational needs. The candidate will be able to lead an engaged workforce by example and be able to leverage individual strengths and identify development opportunities. Innovative thinking is critical to successfully plan and execute various projects, improve efficiency and reduce risk within the team. The candidate will effectively embrace change and influence those in the team to have a similar mindset.
Why this role is important to us:
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for:
As a Manager in Transfer Agency (Unit Registry) you will
Ensure that all operational registry and reporting deliverables to both internal and external clients are met in a timely and accurate manner.
Manage client relationship from both a strategic and day to day tactical perspective ensuring coherence between client requirements and SSAL service capabilities
Facilitate staff training & development, including through effective performance reviews
Understand the core offering and increase efficiencies in the day-to-day process
Provide auditing assistance during operational peak periods
What we value:
These skills will help you succeed in this role
An excellent understanding of core registry processes – transaction processing, distributions and non-financial changes.
Strong understanding of AML/FATCA/CRS rules and RG97 regulations
Knowledge of fund accounting operational concepts.
Ability to manage all aspects of a team and/or teams – leadership, coaching, recruitment, team building, problem resolution, motivation, training/development of staff in technical and leadership skills.
Good liaison skills across all levels of the organization.
Education & Preferred Qualifications:
Formal qualifications in accounting/business/commence/finance – SIA or degree.
A solid understanding of the finance industry and financial markets.
Previous Unit Registry, finance and/or banking background.
Extensive experience in all aspects of client servicing.
An aptitude for information technology including Excel and HiTrust
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, ****** orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Who we are looking for:
A Manager in Transfer Agency (Unit Registry), who will be responsible for the overall management and motivation of the team to meet daily operational needs. The candidate will be able to lead an engaged workforce by example and be able to leverage individual strengths and identify development opportunities. Innovative thinking is critical to successfully plan and execute various projects, improve efficiency and reduce risk within the team. The candidate will effectively embrace change and influence those in the team to have a similar mindset.
Why this role is important to us:
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for:
As a Manager in Transfer Agency (Unit Registry) you will
Ensure that all operational registry and reporting deliverables to both internal and external clients are met in a timely and accurate manner.
Manage client relationship from both a strategic and day to day tactical perspective ensuring coherence between client requirements and SSAL service capabilities
Facilitate staff training & development, including through effective performance reviews
Understand the core offering and increase efficiencies in the day-to-day process
Provide auditing assistance during operational peak periods
What we value:
These skills will help you succeed in this role
An excellent understanding of core registry processes – transaction processing, distributions and non-financial changes.
Strong understanding of AML/FATCA/CRS rules and RG97 regulations
Knowledge of fund accounting operational concepts.
Ability to manage all aspects of a team and/or teams – leadership, coaching, recruitment, team building, problem resolution, motivation, training/development of staff in technical and leadership skills.
Good liaison skills across all levels of the organization.
Education & Preferred Qualifications:
Formal qualifications in accounting/business/commence/finance – SIA or degree.
A solid understanding of the finance industry and financial markets.
Previous Unit Registry, finance and/or banking background.
Extensive experience in all aspects of client servicing.
An aptitude for information technology including Excel and HiTrust
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, ****** orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
💡 Quick Summary
Seeking a career-building opportunity? The Transfer Agency (Unit Registry) Manager, Officer position is now open for candidates interested in the Bank Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
