TA Associate Job Description

TA Associate Job Description

152 votes for TA Associate
TA associate provides on the on the job training to less experienced associates and, leverage knowledge of TA P&P, andbusiness insight to assist team members in servicing FTI customers.

TA Associate Duties & Responsibilities

To write an effective TA associate job description, begin by listing detailed duties, responsibilities and expectations. We have included TA associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Provide excellent customer service on a variety of written inquiries in a fast paced, team oriented processing center environment
Participate to projects and apply change
Demonstrated ability to develop strong working relationships with Executive Assistants and other corporate support teams conference center, travel department
For example cost basis, IRS forms, ), and retirement products (all IRA products) from shareholders, back
Ensure compliance/audit standards are followed
Oversight of agreed services inline with the agreed vendor service levels
Support Client Service Oversight Relationship Managers
Key Performance Indicator (KPI) monitoring – ensure timely and appropriate escalation of any trends/performance issues
Error analysis and feedback
Resolution of escalated queries and issues, ensure in-time, appropriate error/incident escalation and resolution

TA Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for TA Associate

List any licenses or certifications required by the position: AMFI, NISM, PMP, PMI

Education for TA Associate

Typically a job would require a certain level of education.

Employers hiring for the TA associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Health, Science, Healthcare, Education, Business, Marketing, Human Rights, Engineering, Business/Administration, Statistics

Skills for TA Associate

Desired skills for TA associate include:

Business insight to assist team members in servicing FTI customers
Indian mutual funds industry and regulations involved therein
Internal process flow and movements
Microsoft Office applications
Andbusiness insight to assist team members in servicing FTI customers
MS Access
Python language is advantage
Excel and experience with Applicant Tracking systems

Desired experience for TA associate includes:

Positive attitude to compliance and controls, show strong accuracy and attention to detail
Risk/control awareness
Problem solving skills and change management ability
TA experience
Strong product understanding is essential
Experience in TA control/monitoring team advantageous

TA Associate Examples


TA Associate Job Description

Job Description Example
Our growing company is hiring for a TA associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for TA associate
  • Client Money awareness
  • Coordination of and prioritization for TA related projects
  • Maintain daily/weekly/monthly statistics, daily checkpoints with TPA
  • Partner with JPMAM Vendor Management and TPO Teams
  • Coordination of product changes and corporate actions with all affected parties
  • SLA reviews
  • Representation of TA within AM forums
  • Partnership with continental Europe business units (Sales, Product Dev, Tax, Compliance etc)
  • Facilitate regular reviews are carried out by appropriate departments, Audit, Compliance, Risk or external parties, CASS
  • Identify opportunities for service improvement and coordinate with all areas impacted to effect the change
Qualifications for TA associate
  • Good network outside JPMC advantageous
  • Part time hours may be available
  • Excellent communication skills (written and spoken English, additional languages preferred)
  • Minimum of 5 years TA experience
  • Equivalent experience should include working for a minimum of four years in a customer service environment, preferably some of that time in a Transfer Agency or Call Service Center where customer interaction is a critical component of the job
  • Data interrogation and manipulation

TA Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of TA associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for TA associate
  • Regular site visits to TPA for monitoring purposes
  • Building relationships with other clients of the appointed TPA via various forums
  • Support of the Complaints & Breach and TA Oversight functions
  • Ensure regular reviews of BAU service quality take place
  • Keep TPA knowledge base systems updated with all relevant information and changes
  • Oversight of agreed levels of service
  • Interaction directly with clients in some historic circumstances
  • Understand industry changes and impact that will have on our business with the TPA
  • Referrals of some queries which fall outside of the TPA’s responsibility
  • Escalation point for any servicing issues both for TPA and internal AM teams
Qualifications for TA associate
  • Experience as a recruiter preferred but not required
  • Ability to lead change management initiatives
  • Highly proficient using Excel, Word, Visio & Power point
  • Proven consultative and analytical skills
  • At least 8 years work experience which includes 4 years of data management experience and a minimum of 2 years clinical data standards development
  • Advanced knowledge and leading-edge skills in clinical data standards (e.g., CDISC)

TA Associate Job Description

Job Description Example
Our growing company is looking to fill the role of TA associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for TA associate
  • Train and develop team if applicable
  • May support teams with subject matter expertise
  • Accountable to drive the development of a TA’s MedEd strategic roadmap &
  • Serve as subject matter expert on selection of most appropriate and engaging educational formats and channel in alignment with TA priorities, external customer needs, guidelines, and regulations
  • Oversee the execution of all MedEd and Ad Board programs, effectively employing and coordinating all available resources and involved parties across vendors and multiple internal stakeholder groups
  • Transform the identified educational or insights gaps into successfully implemented solutions
  • Ensure integration of customer insights from medical education programs and advisory boards are integration into Medical Affairs and Brand Team discussions to inform strategic and tactical decision making
  • Implement business improvements by streamlining activities and ensuring consistency across Global &
  • Build and maintains relationships with key stakeholders to promote MedEd &
  • Demonstrates a knowledge of, and ability to implement medical educational deliverables founded in the principles of adult education and instructional design
Qualifications for TA associate
  • Minimum requirements for this position include a High School Diploma or GED and minimum of 2 years mechanical experience
  • Completed coursework in following subjects required (relevant experience may
  • A Master's Degree in Accounting or Taxation, or a CPA with a Bachelor's Degree in Accounting, Finance, Business Administration or equivalent, or equivalent combination of education and related work experience
  • Minimum of 6 years' combined experience in accounting, financial reporting, auditing, or tax analysis (preferably in a non-profit environment) with a minimum 4 years' experience in a lead or supervisory role
  • Fundamentals of governmental accounting & reporting
  • Must possess strong problem solving

TA Associate Job Description

Job Description Example
Our growing company is looking to fill the role of TA associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for TA associate
  • Providing medical and scientific input into project teams developing and executing clinical development programs
  • Offering expertise and medical monitoring into indication selection, unmet patient needs, target patient population, CDP and other documents with content of medical relevance
  • Facilitate all aspects of candidate care, including scheduling candidate and hiring team interviews, candidate follow up, pre-closing candidate offer negotiation and acceptance
  • Assist with facilitation of candidate onboarding process with internal HR resources to ensure high level of candidate care and nurturing occurs from point of acceptance to commencement of employment
  • Stay abreast of best and/or competitive practices and provide competitive intelligence in a timely manner to appropriate individuals
  • Receives supply requisitions, ensuring accuracy of specifications of items, and confirms availability of funds, obtaining additional information from the programme sections as necessary
  • Obtains quotations, issues invitation to bids to approved and listed suppliers
  • Corresponds with programme Sections and suppliers on supply and procurement matters
  • Subject Matter Expert for Workday Recruiting module including issue resolution, reports and system administration functions
  • Perform and coordinate other resources for release testing quality assurance for new or changed recruitment process functionality
Qualifications for TA associate
  • A Bachelor’s degree in a scientific discipline is required
  • Strong business acumen including budget and resource planning management
  • 5+ years of advertising agency, recruitment marketing, or integrated marketing communications and consultation experience
  • Successful creative project/campaign management and creative review leadership
  • Successful marketing & communications strategy creator and executor
  • Successful creative or media agency relationship management

TA Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for a TA associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for TA associate
  • Facilitate country adoption of e-offer and other optional functionality
  • Develop and update Global Job Aids, HR that Recruits Portal Page updates
  • Manage set up and initiate security for agency vendors
  • Actively monitor Workday Community for emerging issues and leverage community for solutions
  • Manage external applicant inquires, issues and concerns and provide resolution and troubleshooting
  • Systematically collect insights and desires from HR that recruits to inform optimization, design and training needs
  • Actively manage requests submitted to the global recruiting external mailbox engaging appropriate stakeholders as needed
  • Support of talent acquisition data compliance inquiries, audits and as requested by HR PMO for M&A and re-organizational activities
  • Assist with developing and delivering end-user and HRSC training
  • Assist with processing recruiting vendor invoices and calculation of pass through expenses
Qualifications for TA associate
  • Strong consultation skills, including the ability to influence business partners in creative decisions
  • Strong relationship (clients, team and stakeholder) management skills
  • Adobe Creative Cloud (Photoshop, InDesign, Illustrator) experience preferred, but not required
  • Experience in leading, motivating, developing, and managing recruiting and/or sourcing teams required
  • Experience building, maintaining, and leveraging strong partnerships and relationships with both internal and external customers required
  • Ability to successfully present to and influence various stakeholders at varying levels preferred

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