TA Associate Resume Samples
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TA Associate Resume Samples
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NW
N Wolf
Name
Wolf
239 D'Amore Trace
Philadelphia
PA
+1 (555) 187 5668
239 D'Amore Trace
Philadelphia
PA
Phone
p
+1 (555) 187 5668
Experience
Experience
Dallas, TX
TA Associate
Dallas, TX
Monahan, O'Kon and Beer
Dallas, TX
TA Associate
- Facilitate the onboarding process through the collection and processing of new-hire forms and paperwork including I9 and e-Verify
- Perform all assigned transaction processing, quality control, reporting and associated
- Actively take part in communicating issues to departmental management, and provide assistance in developing solutions to issues
- Answers routine customer inquiries, articulates customer concerns/problems and contributes to solutions within scope of work via inbound and outbound calls
- May perform relevant operational or service adhoc requests assigned by leader
- Business insight to assist team members in servicing FTI customers
- Carry out assigned system testing functions. Participate and provide feedback to business process and procedural realignment projects
Los Angeles, CA
GPC TA Associate Reference Data Management Analyst
Los Angeles, CA
Collins, Rohan and Wilkinson
Los Angeles, CA
GPC TA Associate Reference Data Management Analyst
- Work closely with the managers & the team to achieve team goals & objectives for the process & organization
- Provide management information and analysis
- Provide innovative ideas for process development
- Provide training & coaching to team members in timely manner
- Strong knowledge of Microsoft excel & word
- Well versed with preparation and review of SOPs
- Strong domain knowledge is essential & understands the TA business
present
Philadelphia, PA
Senior TA Associate
Philadelphia, PA
Hickle, Walker and Ullrich
present
Philadelphia, PA
Senior TA Associate
present
- Responsible for team member development, which includes: coaching and counseling, mentoring, documentation and providing performance feedback to the unit head
- Responsible for team member development likewise coaching, counseling, mentoring, documentation and providing performance feedback to the unit head
- Personal development, training and performance review
- Demonstrate constant improvement of controls and processes
- Actively manage and reduce the error rate for transactions processed on a daily basis
- Provide on the job guidance as well as advice on problem resolution to the operations executives/associates in the team
- Checking and Verification for completeness of application received and supporting documents attached
Education
Education
Bachelor’s Degree in Commerce
Bachelor’s Degree in Commerce
San Diego State University
Bachelor’s Degree in Commerce
Skills
Skills
- Analyze and respond to client inquiries, process transactions and meet team goals of quality, accuracy and productivity
- Review, prepare, input and verify customer requests through the use of multiple computer applications while monitoring all time-sensitive monetary transactions
- Ability to manage multiple responsibilities simultaneously and complete tasks as assigned
- Good communication skills both verbal and written
- Ability to handle a high volume of telephone calls and meet productivity and utilization targets
- Ability to type 30 wpm and perform accurate data entry
- Demonstrated ability to solve complex problems
- Ability to take ownership of issues and perform follow-up
- Ability to make independent decisions on a daily basis
- Excellent communication skills, persistence and tact
6 TA Associate resume templates
Read our complete resume writing guides
1
TA Associate Resume Examples & Samples
- Analyze and respond to client inquiries, process transactions and meet team goals of quality, accuracy and productivity
- Provide excellent customer service on a variety of written inquiries in a fast paced, team oriented processing center environment. Must make outbound calls to Shareholder and Advisors regarding requests received that are not in good order. All processing requests must be completed accurately and timely
- Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements
- Review, prepare, input and verify customer requests through the use of multiple computer applications while monitoring all time-sensitive monetary transactions
- Not a daily requirement, but must be prepared to discuss company fund information, current market conditions and industry regulations with clients, as needed while making outbound calls
- Learn and apply department policies, procedures and requirements
- Undergraduate degree or equivalent work experience required
- Ability to type 30 words per minute and perform data entry accurately
- Strong organizational skills and attention to detail sufficient to respond to high processing volumes that require quick analytical and supportive response and input
- Ability to retain information and utilize critical thinking skills
- Ability to balance multiple work assignments and adapt to a changing work environment
- Ability to follow instructions and adhere to schedules
- Ability to work overtime and alter work schedule based on work volumes and business needs
2
TA Associate Resume Examples & Samples
- Answers complex financial inquiries including but not limited to: fund and market performance, taxation(for example cost basis, IRS forms, etc.), and retirement products (all IRA products) from shareholders, backoffice personnel, financial advisors and other interested parties either from an incoming call or an outgoingreturned call
- Cross markets appropriate products and services and performs value add activities within the calls
- Prepares, inputs and verifies telephone related transactions via multiple systems
- Perform complex research for customer inquiries
- Provide the best possible service experience for our customers
- Adheres to all legal requirements (compliance rules) while servicing customers
- 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
- Bachelor’s degree or equivalent experience. Equivalent experience should include working for a minimum offour years in a customer service environment, preferably some of that time in a Transfer Agency or CallService Center where customer interaction is a critical component of the job
- Ability to multi-task using various systems to address customer needs
- Ability to handle a high volume of telephone calls and meet productivity and utilization targets
3
TA Associate Resume Examples & Samples
- Perform all assigned transaction processing, quality control, and associated tasks and ensure that all work is completed in accordance with Intl TA policies, procedures and governing regulations
- Computer literate with experience working in a Windows environment – Proficient in the use of MS Office products
- Good verbal and written German language skills
- Good with figures
- Strong analytical skills with a keen eye for details
- Ability to prioritize workload and meet deadlines
4
TA Associate Resume Examples & Samples
- Provide excellent customer service on a variety of telephone inquiries in a fast paced, team oriented call center environment
- Discuss company fund information, current market conditions and industry regulations with clients
- Excellent communication skills with the ability to communicate effectively with Financial Advisors, clients and colleagues at all levels
- Strong organizational skills and attention to detail sufficient to respond to high call volumes that require quick analytical and supportive responses
- Bilingual Spanish desired
5
TA Associate Resume Examples & Samples
- Ensure that registration runs in a smooth, controlled & compliant fashion, with minimal errors whilst respecting daily timelines
- Process all requests to create and modify shareholder accounts as well as broker accounts and undertake the prompt and accurate quality control
- Act as a controller and technical knowledge for AML and KYC related issues
- Maintain strong relationships with business partners and fellow team members (in particular Legal and Compliance, Risk & Control) promoting an environment of quality and attention to detail
- Timely and accurate processing of the shareholder and broker requests to invest, liquidateor exchange fund shares
- Ensure that all client orders received comply with Anti Money Laundering regulations
- Be in contact with Franklin Templeton offices in other locations to solve all possible queries
- Actively take part in communicating issues to departmental management, and provide assistance in developing solutions to issues
- Participate to projects and apply change. Participate in developing, implementing and maintaining procedures for processes, products and system related developments
- Drive ad-hoc initiative as delegated by the Transfer Agency Management
- A Bachelor’s degree or equivalent vocational qualification with mature and professional outlook
- Well-developed verbal and written English with good command of French, Italian, Spanish or German
- Strong attention to detail and quality, sound judgment, and can resolve problems under pressure
- Effective communication skills and “can do” attitude
- Sound numerate, analytical, and organizational skills with ability to work under pressure on multiple tasks
6
TA Associate Resume Examples & Samples
- Perform all assigned transaction processing, quality control, reporting and associated
- Ensure that all transaction processing, quality control & reporting tasks in the team are completed in accordance with the productivity & quality standards set by the US TA
- Produce and submit timely and accurate operational reports and other data as required by US TA policies and standards
7
TA Associate Resume Examples & Samples
- Answers complex financial inquiries including but not limited to: fund and market performance, taxation (for example cost basis, IRS forms, etc.), and retirement products (all IRA products) from shareholders, back office personnel, financial advisors and other interested parties either from an incoming call or an outgoing returned call
- Provides the best possible service experience for our customers
- Provides on the job training to less experienced associates, leverage knowledge of TA P&P, and business insight to assist team members in servicing FTI customers
- Demonstrated ability to solve complex problems
- Ability to make independent decisions on a daily basis
8
TA Associate Resume Examples & Samples
- Ensure a positive client and candidate experience throughout the hiring life cycle
- Accountable for providing high quality, complex and challenging scheduling and logistics support to Talent Acquisition Advisors and Hiring Managers including candidate travel and interview agendas. Troubleshoot last minute changes to scheduling and logistics and provide updates to the interview team(s) and candidates as necessary
- Launch interview feedback collection tool
- Initiate credit and background check process, proactively identify problems, trouble shoot issues and partner with the adjudication team/HR/legal as necessary
- Ensure new hires and hiring managers are informed of first day logistics
- Facilitate the onboarding process through the collection and processing of new-hire forms and paperwork including I9 and e-Verify
- Provide applicant and candidate support throughout the recruiting process, ensuring all paperwork and data tracking meet employment and corporate compliance standards
- Demonstrated ability to develop strong working relationships with Executive Assistants and other corporate support teams i.e. conference center, travel department, etc
- Initiate relocation process for eligible candidates
- May assist in the posting process, including: conducting research on most effective boards, and in helping TA Consultants maintain their job postings on external boards and within Taleo
- 2+ years’ experience working as operational support in a fast paced environment with Taleo Applicant Tracking System or similar system experience
- Experience in financial services and working with licensed professionals
- Stellar customer service orientation, strong interpersonal skills; demonstrates confidence and ease with individuals at all levels within the corporation
- Ability to apply broad knowledge and experience when addressing complex issues
- Positive attitude team player; organized, detail-oriented
- Concise and proactive communication skills with candidates and all levels of management
- Able to proactively network and establish effective working relationships
- Possess excellent communication skills (both written and verbal). Strong PC literacy with MS Office a must
- Proven capability to interact with and project a mature, discreet, and professional image to all level candidates and clients/hiring managers
- Proactive problem-solving capabilities with the ability to multitask and resolve issues
- Strong commitment to meeting deadlines
- Excellent organizational skills and attention to detail (including proofreading and editing) keeping an eye on the quality of work products
- Reliable and able to handle confidential information
9
Senior TA Associate Resume Examples & Samples
- MBA, AMFI certified
- Knowledge of internal process flow and movements
- Model good work habits and appropriate use of procedures and controls
10
TA Associate Resume Examples & Samples
- Degree. Experience in the financial business and customer service
- 0-2 years related experience and excellent communication, technical skills
- MS office
11
TA Associate Resume Examples & Samples
- 2+ years’ experience working as operational support utilizing Taleo Applicant Tracking System or similar system experience
- Strong experience with MS Office a must
- Experience in financial services
12
TA Associate Resume Examples & Samples
- Answers complex financial inquiries including but not limited to: fund and market performance, taxation
- (for example cost basis, IRS forms, etc.), and retirement products (all IRA products) from shareholders, back
- Office personnel, financial advisors and other interested parties either from an incoming call or an outgoing
- Returned call
- Keeps abreast of current market conditions, fund and company policies, investment and tax law changes,
- Compliance requirements, and all other procedural information in a constantly changing environment
- Provides on the on the job training to less experienced associates and, leverage knowledge of TA P&P, and
- Business insight to assist team members in servicing FTI customers
13
TA Associate Resume Examples & Samples
- Self-reliance and self-discipline at work
- The ability to prioritize the workload and meet deadlines
- Ready to work from 13-22
14
Senior TA Associate Resume Examples & Samples
- Oversee and ensure timely processing of all investor’s financial /non-financial requests which may also include carrying out the following activities as and when the situation may demand
- Carrying out all activities related to the processing of a transaction which may include signature verification, completeness of docs as required to process a redemption request
- Ensure compliance/audit standards are followed. Ensure proper training procedures are implemented
- Responsible for team member development, which includes: coaching and counseling, mentoring, documentation and providing performance feedback to the unit head
- Ensure that Investor complaints and queries are resolved in a timely manner to enhance customer satisfaction where these relate to the Operations of the company
- Graduate, preferably from a commerce / accounting / finance background
- Proficient in English, numerate
15
Senior TA Associate Resume Examples & Samples
- Ensure timely filing of necessary forms/reports of regulatory nature, as and when assigned
- Interacts with internal departments to ensure customers’ requirements are meet
- Explain requirements and process verbally and in written
- Preferable should have handled large teams (remotely also)
16
Gpc-ta-associate Ref Data Management Analyst Resume Examples & Samples
- Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
- Expected to use some initiative if any as per business needs
- Well versed with preparation and review of SOPs
- Strong interpersonal skill
- Prior Transfer Agency processing experience is preferred
17
Senior TA Associate Resume Examples & Samples
- Ensure a timely and accurate processing of work
- Take part in developing, implementing and maintaining procedures
- Ensure all interactions with business partners are handled professionally and in line with the service standards for the Transfer Agent
- Follow up on complex client’s queries
- Escalate sensitive issues to the TA Supervisor
- Participate in projects as SME resource
- Demonstrate constant improvements of controls and processes
- Act as a support and consultancy to the TA operations, services and sales areas located in or outside Luxembourg for all AML and KYC related questions and issues
- Perform accounts and process oversight and related reporting
- When repetitive breaches occur, analyze trend and possible root cause
- Contribute to internal and external audit events at all levels of the audit life cycle to secure minimal findings
- Prior TA Ops experience would be an asset
- Ability to work in a virtual team environment
18
GPC TA Associate Reference Data Management Analyst Resume Examples & Samples
- Ability to write messages in a clear and concise manner
- Strong research, resolution and communication skills
- Ability to support & guide team members
- Should have the ability to understand & handle complex queries
- Strong domain knowledge is essential & understands the TA business
- Able to identify & implement various process controls
- Provide training & coaching to team members in timely manner
- Work closely with the managers & the team to achieve team goals & objectives for the process & organization
- Ability to work on ad-hoc queries & target for immediate closure
- 5-8 years of relevant experience
19
Gpc-ta-associate Reference Data Management Analyst Resume Examples & Samples
- Processing of Financial and Non-Financial transactions through internal systems as per regulatory and client requirement
- Identify and resolve problems within the defined procedures
- Provide management information and analysis
- Strong domain knowledge is essential and understands the TA business
- Provide training and coaching to team members in timely manner
- Work closely with the managers and the team to achieve team goals and objectives for the process and organization
- Ability to work on ad-hoc queries and target for immediate closure
20
Senior TA Associate Resume Examples & Samples
- Act as a support and consultancy to the TA operations, services and sales areas located in and outside Luxembourg for all AML and KYC related questions and issues (outside Luxembourg include EMEA, the Americas and Asia)
- Perform investor and broker accounts oversight and associated reporting
- Prepare High Risk Clients pack for Conducting Officers’ approval
- Monitor KYC level changes
- Investigation of financial transaction errors
- Clearstream/Euroclear settlement instructions via CFF
- Take part in developing, implementing and maintaining procedures, participate in projects
- Escalate sensitive issues to the TA Supervisor, and follow up on complex queries
- Demonstrate constant improvement of controls and processes
- When repetitive breaches occur, analyse trend and possible root cause
- Minimum 3 years Transfer Agent experience
- Strong knowledge on AML/KYC and current regulatory environment
- Fluent in English; French or German being an asset
- Analytical, strong organizational and administrative skills
- Good time management skills and ability to handle multiple tasks
- Attention to detail, good judgment, and ability to resolve problems under pressure
- Develop solutions to a variety of problems, ensure consistency organizational objectives
21
Senior TA Associate Resume Examples & Samples
- Oversee and ensure timely processing of all investor’s financial /non-financial requests
- Actively manage and reduce the error rate for transactions processed on a daily basis
- Escalate anomalies in process /systems and follow up for resolution
22
I TA Associate Resume Examples & Samples
- Approve all outgoing UK documents to clients from the external vendor system
- Chase any outstanding Debtors and Creditors
- Handle incoming and outgoing cheques, and ensure these are recorded and banked with current FCA guidelines
- Prepare Client month end valuation and transaction reports, and distribution pro-formas for large distributors/platforms
- Actively take part in department projects
- Ad-hoc project mailings as and when required, often to tight deadlines
- Provide support with complaint handling where required
- A-levels, Highers or equivalent in Business Studies/Economics related subjects
- Experience in the financial services sector and/or investment fund knowledge is preferred but not essential to apply
- Ability to work independently and also within a team in a fast paced environment and meet agreed turnaround times
- Strong computer skills and attention to detail a must
- Ability to follow instructions and schedules
- Strong customer service experience
23
TA Associate Resume Examples & Samples
- Must have a minimum of 1 year experience in collaborating with facilitators to raise awareness around a campus initiative
- Must have experience in creating PowerPoint presentations and present to deliver relevant information and findings around campus initiatives
- Bachelor’s Degree in Psychology or Human Resources
- Minimum cumulative GPA of 3.3
24
TA Associate Resume Examples & Samples
- Must have a minimum of 1 year experience in collaborating with facilitators to raise awareness around a campus initiative
- Must have experience in creating PowerPoint presentations and present to deliver relevant information and findings around campus initiatives
- Bachelor’s Degree in Psychology or Human Resources
- Minimum cumulative GPA of 3.3
- Stellar customer service orientation, strong interpersonal skills; demonstrates confidence and ease with individuals at all levels within the corporation
- Ability to apply broad knowledge and experience when addressing complex issues
- Positive attitude team player; organized, detail-oriented
- Proven capability to interact with and project a mature, discreet, and professional image to all level candidates and clients/hiring managers
- Proactive problem-solving capabilities with the ability to multitask and resolve issues
