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Transfer Agency Operations Lead
Citigroup, Inc.
About this role
Transfer Agency Operations Lead
Job Overview
Key Responsibilities
- Responsibilities in this position cover all functions associated with the provision of a Transfer Agency (TA) service.
- Able to manage and motivate a team of diverse individuals and cope with peak periods of high volumes
- Oversee daily operations include receiving and entering unit registry transaction, receiving and uploading unit prices, preparing payments files and cash instructions, and the production, review and sending of investor statements.
- Ensure periodic tasks include distribution processing, management fee rebate calculations, monthly / quarterly investor reporting and annual tax statement production and distribution are completed in an accurate and timely manner.
- Lead process improvement and re-engineering projects to ensure that the current workflow is efficient and effective
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