Join State Street as a Transfer Agency Oversight Senior Associate to lead a talented client service team. Drive efficiencies and support client onboarding in a energetic, structured environment.
You will oversee the Transfer Agency client service team, ensuring compliance with policies and best practices. This senior associate role encompasses managing team priorities, recruitment, and developing effective client relationships. As a point of escalation for technical issues, you'll play a pivotal role in fostering a culture of continuous learning and improvement within the team.
Key Responsibilities:
• Oversee daily operations of the Transfer Agency team
• Manage HR policies and team performance evaluations




• Build and maintain strong client relationships
• Ensure accurate fund activity reporting and reconciliations
• Identify gaps in controls and promote a zero-error culture
Requirements:
• 4+ years in Fund Administration
• 2+ years management experience
• Expertise in AML regulations and Transfer Agency procedures
• Knowledge of Private Equity and Hedge Funds
• Proficiency in Microsoft Excel
Utilize your management, oversight, and relationship skills to thrive at State Street.
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📌 Transfer Agency Oversight Senior Associate (Toronto)
🏢 State Street
📍 Toronto