Reviews and signs off transfer agency reports, processes and approves transactions in the transfer agent application, and authorizes client correspondence, payments and trade settlements. Handles fund administration issues with clients and works with fiduciary and fund services product management on strategy. Attends internal and external meetings and resolves investor services queries.
Core skills
Transfer AgencyFund AdministrationClient ServicingTrade SettlementPayment ArrangementsInvestor Services
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