Transfer Agency, Assistant Vice President

Validate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues.

Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary.

Define and ensure successful completion of ad-hoc requests.

Escalate unresolved issues to management as required.

Reconcile and resolve discrepancies with other teams as needed.

Ensure appropriate records of daily and monthly activities are kept.

Perform daily or weekly reporting functions for the team’s activities.

Ensure adherence to Standard Operating Procedures

Keep up to date on broader internal/external business issues; apply knowledge across team.

Assist management in the implementation of new policies and procedures, participate in projects.