Supervisor leading transfer agency operations overseeing reconciliations and payment processing for financial services at SS&C. Collaborating with teams to ensure compliance and accuracy in a fast-paced environment.
Responsibilities
Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing
Manage ACH transactions, shareholder and international wires, and custody-related transfers, including reporting to custody and fund accounting teams
Supervise the reconciliation and research of money movement activity, trading activity, fund sponsor/wirehouse sales logs, and bank accounts
Establish procedures, project plans, and coordinate work as needed between transfer agency teams
Work with various transfer agency systems to enhance processes and create automation as needed
Acts as the first point of escalation for complex transactions, discrepancies, or risk‑related issues
Supports employee training and development while monitoring workload distribution and deadlines
Partners with management to support operational goals, process improvements, and quality outcomes
Requirements
Bachelor’s degree or equivalent experience
3-5 years financial industry experience ideally in transfer agency, investor services, or with a wire house
Career oriented, highly motivated, and self-starting individual
Ideal candidate will have proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Problem solving and numerical reasoning skills; ability to analyze data and act
Excellent written and verbal communication skills
Benefits
medical, dental, and vision coverage
a 401(k) plan with company match
paid time off
holidays
parental leave
professional development reimbursement opportunity
Data Center Operations Manager overseeing cross - trade fire protection services for data centers in Texas. Leading operations and P&L management while ensuring quality and safety standards.
Head of Value & Pricing leading strategy and value initiatives at Deliveroo. Collaborating across teams and managing a team to execute value strategies effectively.
Eastern Region Operations Manager driving operational excellence across ALS East Coast Geochemistry labs. Supporting Laboratory Managers and implementing standard processes for efficiency and quality.
Operations Manager responsible for achieving success in Client Delivery at a leading upskilling platform. Leading operational strategies and managing a team to enhance learner outcomes and client satisfaction.
Senior Manager, Operations leading operational integrity amidst UK apprenticeship reform. Driving AI - first transformations and maintaining high performance standards.
Sales Operations Administrator supporting Sales Operations for Fortinet in Germany. Ensuring smooth offer processing while coordinating internal teams and maintaining data accuracy.
Technical Operations Administrator at WAVE, connecting customers with software and operational support. Involves troubleshooting and coordination with R&D for optimal customer experience.
Logistics Operations role at Applied Materials focused on understanding metrics and process improvements. Involves support for Quality standards and warehouse operations in Texas.
Operations & Patient Services Lead for a leading pharmaceutical company in Barcelona. Managing operational processes and cross - functional collaboration in a hybrid work model.