Transfer Agent

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8grxvd

Who we are looking for We are looking for a Transfer Agent – Daily Operations professional. You will process Italian retail investors’ transactions in UCITS Funds, work closely as part of a team, manage multiple tasks and contribute to the development of the department. The role involves significant contact with ManCos (SGRs), local Distributors and other internal groups within State Street.

Non aspetti a candidarsi dopo aver letto questa descrizione: per questa possibilità è previsto un elevato volume di candidature.
Why this role is important to usThe team you will be joining is part of Transfer Agency Operations, a function that is vital to the company because it ensures the timely and accurate processing of investor transactions in accordance with Fund deadlines, offering documents and documented operating procedures, while supporting ManCos (SGRs) and Distributors.
What you will be responsible forAs a Transfer Agent – Daily Operations professional, you will:
- Process trades accurately and on time in accordance with Fund deadlines,



offering document provisions and documented operating procedures.
- Provide strong support in responding to requests from ManCos (SGRs) and Distributors.
- Cooperate effectively and efficiently with colleagues to meet team objectives, especially during periods of high operational volumes.
- Rapidly and proactively expand your knowledge of Transfer Agent activities.

What we value
- Excellent attention to detail, supported by strong numerical and accuracy skills.
- Ability and experience working to strict deadlines while managing multiple tasks.
- Good communication skills and the ability to cooperate effectively within a team.
- Strong client focus, with a trustworthy and diligent approach.
- Proactive, team-oriented and committed to continuous learning.

Education & Preferred Qualifications
- Good knowledge of the MS Office suite, particularly Outlook and Excel.
- Good command of English, both spoken and written.

Work Requirement

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8grxvd