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Under direct supervision responsible for facilitating asset transitions through coordination with prior/successor institutions, various operational teams (MF, Alts, Derivatives, VR/UVRS, NF, RE, Tax) and sometime with the client to onboard / distribute securities. The team also performs asset reconciliation, obtains and delivers tax cost and provides statues to the front office and VR/UVRS throughout the event and at times directly to client. 1. Facilitate activities required to validate documentation and transition assets.2. Responsible for identifying and resolving problems within established guidelines. 3. Expected to use some initiative but refer more complex problems to supervisors/experts.4. Works effectively as a team member but also independently. 5. Knowledgeable of the core aspects of the job.6. Working towards becoming proficient in all areas of the job.7. Running and creating formal reports. 8. Interact with internal partner groups, external parties or with the clients to provide resolution to client issues and requests.
A College or University degree and/or relevant proven work experience is required preferred.Strong attention to detail as activities may have significant financial, client or business impact.Will have interaction with internal partner groups, external parties or may have direct contact with our clients, therefore, communication/interpersonal skills required.Able to multitask with a focus on organization and time management. Ability to establish priorities and meet deadlines.Excellent oral and written communication skills are required to present information in a clear and concise manner.In-depth Functional / Industry Knowledge is required.Highly flexible and adaptable to change.Technical skills / systems knowledge (e.g. Peoplesoft) is required.
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