Assistant Mgr, Investor Srvcs Ops
Company: BNY Mellon
Location: Westborough
Posted on: March 19, 2023
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Job Description:
Investor Services Operations - Performs transfer agency
operations services on behalf of clients including financial
control accounting and sub-accounting, fund settlement, cash
reporting, DDA reconciliation, wire room activities, tax reporting,
commissions and corporate actions. Manages team in processing
distributions, completion of NAV/Rate updates, fund audit
fulfillment, gain and loss reporting, settlement, commissions,
invoicing and financial payments. Manages relationships with
assigned clients and ensures all questions are answered and issues
with fund transactions, accounting, and reporting are resolved.
Manages processes and oversees a team to ensure that new client
onboarding is successful and fund security master records are
maintained in accordance with departmental policies and procedures.
Ensures clients are in compliance with IRS regulatory standards.
Makes accurate and timely delivery of all tax forms to
shareholders. Oversees Federal and State reporting requirements,
ensuring timely and accurate information reporting. Plans,
allocates and monitors workflow to ensure that internal and
external projects are accurately and timely completed. Analyzes,
organizes and coordinates a variety of tax reporting initiatives to
ensure accurate and timely filing for various mailings. Ensures
team adheres to quality standards. Analyzes trends and implements
processes to improve team performance. Responsible for the
effective leadership and development of team members. Recruits,
directs, motivates and develops staff, maximizing their individual
contribution, their professional growth and their ability to
function effectively with their colleagues as a team. Manages a
small transfer agency operations team. Contributes to the
achievement of team objectives.
Associates degree or the equivalent combination of education and
experience is required. 4-5 years of total work experience with at
least 0-1 years of management experience preferred. Experience in
transfer agency operations preferred..
BNY Mellon is an Equal Employment Opportunity/Affirmative Action
Employer. Minorities/Females/Individuals with
Disabilities/Protected Veterans. Our ambition is to build the best
global team - one that is representative and inclusive of the
diverse talent, clients and communities we work with and serve -
and to empower our team to do their best work. We support wellbeing
and a balanced life, and offer a range of family-friendly,
inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action
Employer. Minorities/Females/Individuals With
Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is
representative and inclusive of the diverse talent, clients and
communities we work with and serve - and to empower our team to do
their best work. We support wellbeing and a balanced life, and
offer a range of family-friendly, inclusive employment policies and
employee forums.
Keywords: BNY Mellon, Worcester , Assistant Mgr, Investor Srvcs Ops, Other , Westborough, Massachusetts
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