State Street · 22 hours ago
Alternative Ops Transfer Agency, Officer
Quincy, Massachusetts
Full-time
Onsite
Mid, Senior Level
$70K/yr - $122K/yr
3+ years expState Street is one of the largest custodian banks and asset managers in the world. The Officer in the Transfer Agency SHS will manage day-to-day activities, ensure accuracy and adherence to controls, and collaborate with various business units to drive operational success.
BankingFinanceFinancial Services
Responsibilities
Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines
Manage monthly and quarterly client events that have strict processing and deliverable deadlines
Review and approve cash movements to our clients and their shareholders daily
Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met
Collaboration with other Transfer Agency business units as well as other departments within State Street
Developing and maintaining strong relationships with all internal and external stakeholders
Handling and resolving complex operational issues, as they arise
Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity
Managing other projects or tasks, as assigned
Qualification
Required
BS/BA required
Must have 3 – 5 years of mutual fund operations experience
Proficient in MS Office
Financial service experience
Ability to manage multiple tasks in a fast-paced and dynamic environment
Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines
Manage monthly and quarterly client events that have strict processing and deliverable deadlines
Review and approve cash movements to our clients and their shareholders daily
Managing client Service Level Agreements as well as internal and external KPI's while ensuring they are met
Collaboration with other Transfer Agency business units as well as other departments within State Street
Developing and maintaining strong relationships with all internal and external stakeholders
Handling and resolving complex operational issues, as they arise
Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity
Managing other projects or tasks, as assigned
Taking Ownership and Initiative
Ensuring accuracy and quality – detail oriented
Strong organizational and analytical skills
Time management skills – ability to prioritize
Providing outstanding service
Effective Communication
Fostering Collaboration and Teamwork
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Paid volunteer days
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
legacy.thefly.com
2026-01-22
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