Transfer Associate Resume Samples

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M Wolf

Margret

Wolf

70508 Dianna Loop

Los Angeles

+1 (555) 405 7982

70508 Dianna Loop

Los Angeles

Phone

p +1 (555) 405 7982

Experience Experience

Chicago, IL

Transfer Associate

Chicago, IL

Quitzon LLC

Chicago, IL

Transfer Associate

Assists management to improve department productivity through participation in unit meetings, ongoing training and self development
Partner with Client Implementation/Transition Managers (DB CIM/CTM) and Recordkeeping Implementation Managers (RIM) to create a smooth transition of records
Accurately build retirement plan records in a timely manner. This includes internal contract and plan level coding a well as information accessible via Sponsor Service Center
Perform box count on a rotational schedule
Recognize unusual situations, and provide prompt feedback to CIM/CTM. Communicate professionally and effectively with external and internal contacts
Assist in gathering information to prepare Retirement Plan Materials & prepare for delivery to Plan Sponsors
Effectively creates and distributes client correspondence

Houston, TX

Product Transfer Associate

Houston, TX

Abernathy, Daugherty and Schiller

Houston, TX

Product Transfer Associate

Support the development of manufacturing worksheets and procedures in new product introduction
Prepare change orders for the implementation of process improvements, update to Product BOMs and train production personnel
Basic knowledge of molecular biology techniques, especially work with nucleic acids and biochemicals
Analyze data using established procedures and summarize in a report format
Collaborate with engineers to establish SPC
Review and change existing tools and processes to improve functionality and efficiency
Prepare and manage supporting documentation

present

Phoenix, AZ

Senior Transfer Associate

Phoenix, AZ

Douglas, Kozey and Littel

present

Phoenix, AZ

Senior Transfer Associate

present

Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
Assist management in identifying procedures and policies that are outdated or ineffective
Assists management in identifying procedures and policies that are outdated or ineffective
Performs other duties and responsibilities as assigned
Provides coverage during absences and vacations of other departmental associates
Performs general clerical activities, including faxing, copying and filing
Assists other areas of the department with various functions when volume is high and/or staffing levels are low

Education Education

Bachelor’s Degree in Chemistry

Liberty University

Bachelor’s Degree in Chemistry

Skills Skills

Ability to work in a team environment and interact professionally with a wide spectrum of individuals including faculty, staff, and administration
Attentive to detail and organized with the ability to work in an environment with frequent interruption
Ability to manage multiple tasks
Scrutinizes basic information contained in all types of transfer forms and letters of authorization
Ability to establish priorities and work independently
Ability to handle confidential information
Ability to learn data-based programs and University management software such as BANNER, Infoview, TOPNET, iCAP, and WKU portal
Strong interpersonal, oral, and written communication skills
Ability to concentrate and focus on computer applications for a period of 4-6 hours
Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment

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15 Transfer Associate resume templates

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Transfer Associate Resume Examples & Samples

Reviews and approves client requests to transfer accounts which may also include a request to change the client registration at the time of the transfer
Screens incoming client requests and verifies all necessary legal documentation that accompanies the client signed documents
Requests various legal documents from branch personnel
Scrutinizes basic information contained in all types of transfer forms and letters of authorization
Calculates and understand market value versus firm risk when transferring client assets
Reconciles client accounts to reflect transactions
Types and distributes correspondence
Assists management in identifying procedures and policies that are outdated or ineffective
Assists management to improve department productivity through participation in unit meetings, ongoing training and self development
Assists other areas of the department with various functions when volume is high and/or staffing levels are low
Perform box count on a rotational schedule
General understanding of each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities
General understanding of all job functions within the department
General understanding of various industry rules and regulations that must be followed when transferring accounts
General understanding of Securities Processing and other Home Office Operations departments
Home Office policies and procedures
Basic office practices, procedures, and methods
Reasoning and problem solving skills to research and resolve general problems
Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
Work independently and in a team environment as well as cooperation with supervisor
Learn and understand the various legal documents required by various companies in order to process client requests
Read and interpret financial statements
Perform accurate data entry, 10 key by touch, and type at least 30 words per minute

Wire Transfer Associate Resume Examples & Samples

Assigns debit account numbers for various client wires
Enters or releases wire transfers
Coordinates processing of incoming wires by notifying the proper posting areas of their arrival
Follows procedures with regard to Office of Foreign Assets Control (OFAC) anti-money laundering
Troubleshoots and resolves transfer delays and all other wire transfer issues
Corresponds effectively with Financial Advisors
Coordinates daily/weekly/monthly workflow and reports
General office practices, procedures, and methods
General concepts, principles and practices of excellent customer service
Keyboard/typing 10-key data entry
Use interpersonal styles and communicate effectively, both orally and in writing with various departments, banks, and branches
High School Diploma or equivalent and a minimum of two (2) years of work experience
Successful completion of the Raymond James World Class Customer Service Training program will be required during the initial four (4) months of employment

Associate Intl Transfer Agency Resume Examples & Samples

Perform accurate and timely processing of orders from retail and institutional clients
Ensure that all work is completed in accordance with Intl TA policies, procedures and other regulations
Fluent (both written and verbal) English and a communicative command of German
Strong PC knowledge in particular use of MS Office applications
Capacity to work in teams
Effective communication skills and “can do” attitude
Sound numerate, analytical, and organizational skills

Associate Intl Transfer Agency 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
Ensure that all assigned transaction processing and quality control are completed in accordance with the quality standards and turnaround times set by the Intl TA
Carry out assigned system testing functions. Participate and provide feedback to business process and procedural realignment projects
Computer literate with experience working in a Windows environment – Proficient in the use of MS Office products
Good verbal and written German language skills
Excellent communication skills, persistence and tact
Good with figures
Ability to prioritize workload and meet deadlines

Associate Transfer Agency 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
University Degree or equivalent
Computer literate with experience working in a Windows environment
Proficient in the use of MS Office products
Well-developed verbal and written English language skills
Experience in the financial services industry preferred
Ready to work from 1:00 pm - 10:00 pm

A-Z Transfer Agency Associate Resume Examples & Samples

Process subscriptions, redemptions, transfers, and switches for a range of onshore and offshore funds
Resolve dealing related enquiries by email and by telephone, supplying information relating to funds' portfolios, prices, dealing procedures, markets and currencies
Liaise with local offices, clients and shareholders around the world
Processing paperwork for trades and related activity
Maintain shareholder register and investor files
Process redemption, distribution and dividend payments
Preparation and distribution of Investor statements and contract notes
Investment manager reporting
Ensure compliance with anti-money laundering procedures
Reporting of fund transactions to the relevant fund accountant teams
Daily reconciliation of cash accounts
Ideally, the candidate should have a minimum of 2 years experience within Transfer Agency or similar position
Computer literacy is essential, skilled in the use of Microsoft Excel and Word
Knowledge of varying fund types such as retail funds, mutual and hedge funds and investor related requirements would be an advantage
Third level / business school qualification desirable

Cib-transfer Agency Associate Resume Examples & Samples

Core Record Keeping
Instruction Management
Transaction processing including, settlements of cash and reconciliations
Tax and regulatory reporting
Reporting for Fund Manager, Investor and Dealer
Support obligations of Anti-Money Laundering, Know your Client and FATCA requirements
Client Support and Query resolution
Working with the other Operations SMEs in the transition team, coordinate completion of activities to support the Operating Model and Future state activities including – completion of Standard Operating Procedures, Checklists and any other required training manuals; Process Maps for to support the internal governance and oversight models; Training of 3rd party staff on new systems/processes and specific client requirements to support the future operating model
Working with other Operations SME’s, Business Analysts, Project Managers, clients and the vendor
Minimum 5 years experience as a senior registry administrator with experience working on Operations/Business projects (preferably in registry / transfer agency space)
Previous experience with Composer preferable
Experience with HiTrust, Garridin and Funsphere AML would be an advantage
High proficiency in MS Excel

Associate Transfer Agency Resume Examples & Samples

Process requests submitted by shareholders and financial advisors in accordance with the applicable US TA policies, procedures and governing regulations
Ensure all transactions are completed in a timely and accurate manner
Meet deadlines under pressure and communicate issues proactively
Assist peers in the team, also in US or India, with complex work items
Professionally interact with team members to understand business needs and goals
Student status (4th year students are preferred)
Good interpersonal skills and the ability to work with a team in a global/international environment
Self-reliance and self-discipline at work
The ability to follow instructions and adhere to schedules
The ability to prioritize the workload and meet deadlines
The availability to work 25-30 hours per week within1.00pm-10pm frame

Transfer Agency Associate Resume Examples & Samples

Transcribe data from hedge fund application forms & dealing instructions received from investors onto various transfer agency systems and review for accuracy
Processing of Capital transactions from inception of the trade to issuing of contract notes
Maintain client accounts on the systems to ensure that details are correct and up to date
Amend and upload changes under strict operating procedures as defined by company policy
Liaise with Investors of assigned client funds to clarify dealing requests and ensure that all documentation is complete and in line with company procedures
Respond to standard queries and requests from investors in a timely and efficient manner
Perform anti-money laundering procedures and obtain client identification documents & review same for completeness
May be required to perform review of input of other team members work as authorised by team leaders
Reporting to Investors and Investment Managers ( Hedge Fund Clients) at various intervals throughout the life of the transactions
Liaise with internal teams such as Accounting and Valuations and the Banking Division
Primary business degree
Experience in Alternative Transfer Agency Operations
Knowledge of NTAS, Advent Partner, and
Captaris software applications
Rudimentary knowledge of accounting, finance and investment concepts
Proficiency in MS office

Associate Transfer Agency With VBA & Excel Intern Resume Examples & Samples

4th or 5th year students, preferably with a bachelor's degree in IT/Econometrics
Full-time studies
Good written and verbal communication skills, persistence and tact
Ability to work with a team within a global/international environment
Fluent knowledge of the English language (spoken and written)
Strong analytical skills with a keen eye for details
Ability to follow instructions and adhere to schedules
Team player with good interpersonal skills
Computer literate with experience working in a Windows environment – Proficient in the use of MS Office products, especially Excel (VBA knowledge) and Access

Product Transfer Associate Resume Examples & Samples

Plan and perform testing of biological/chemical assays and instrumentation to support the Product Transfer group function
Analyze data and participate in root cause analysis
Prepare change orders for the implementation of process improvements, update to Product BOMs and train production personnel
Responsible for lab organization and compliance with regulations
Support the PT Sustain and Support Team in miscellaneous tasks consisting of validation activities, data mining and other activities as needed
BS in Life Sciences with 2 years of experience, preferably in a GMP/Regulated industry
Proficiency in Molecular Biology laboratory techniques, mathematics and formulas used for chemical calculations
Proficiency in the use of MS Excel with complex scientific formulas and other general MS office software
Track record of independent experimental set-up with adequate controls, including component break-down for investigational purposes
Excellent communication, written and oral presentation skills
Ability to successfully interact with multiple departments. Demonstrate strong ethics and teamwork
Ability to handle multiple projects simultaneously, with tight timelines, and progress independently in a timely manner

Transfer Associate Resume Examples & Samples

Reviews and approve client requests to transfer accounts to and from contra firms
Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
Scrutinizes information contained in all types of transfer forms and letters of authorization
Reconciles client accounts accurately
Effectively creates and distributes client correspondence
Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
Occasionally leads monthly functional team meetings
Work independently and in a team environment, seeks out supervisor when needed
Understand the firm risks when transferring clients assets
Interpret financial statements
High School diploma or equivalent with a minimum of two (2) years of customer service and/or securities related experience preferred

Transfer Associate Resume Examples & Samples

Assist in gathering information to prepare Retirement Plan Materials & prepare for delivery to Plan Sponsors
Accurately build retirement plan records in a timely manner. This includes internal contract and plan level coding a well as information accessible via Sponsor Service Center
Partner with Client Implementation/Transition Managers (DB CIM/CTM) and Recordkeeping Implementation Managers (RIM) to create a smooth transition of records
Recognize unusual situations, and provide prompt feedback to CIM/CTM. Communicate professionally and effectively with external and internal contacts
Prepare complete and timely documentation
Partner with CIM/CTM and prior payor to create a smooth and accurate transition of the takeover of retiree payments. Validate accuracy of records as needed
Associate's degree or equivalent experience of 4 years
2+ years’ Pensions/ Retirement experience
Must possess a basic understanding of Pension systems & PC applications
Basic problem solving, analytical, math, negotiation, and decision-making skills required
Time management, prioritization and organizational skills
Must be detail oriented, and have attention to accuracy
Must be able to work independently, as well as in a team environment
Knowledge of DB products preferred

Transfer Associate Resume Examples & Samples

2+ years’ relative experience
Retirement industry experience is preferred
Knowledge of Defined Contribution products preferred

Product Transfer Associate Resume Examples & Samples

Perform routine product transfer activities to support New Production Introduction function within Operations
Conduct testing of biological/chemical assays and instrumentation in support of test method validation or new materials qualification
Scope of testing will include preparation of reagents/chemicals, performing testing using instrumentation and application software, follow both established procedures and conducting non-standard testing under the guidance of the Sr. Product Transfer Scientists
Analyze data using established procedures and summarize in a report format
Support process improvement and troubleshooting efforts as needed within Operations
Support the development of manufacturing worksheets and procedures in new product introduction
Bachelor’s degree in a Life Science discipline; or equivalent combination of education and experience to perform at this level
A minimum of 4 years direct related experience or equivalent combination of education and experience to perform at this level
Basic knowledge of GLP practices involving biological/chemical reagent handling and formulation
Basic knowledge of molecular biology techniques, especially work with nucleic acids and biochemicals
Basic knowledge of chemicals used in reagent assay formulations and safe handling of hazardous chemicals
Knowledge of laboratory equipment (e.g. pipettors, spectrophotometers, titrators)
Proficient use of MS suite of tools such as Excel, Word
Attention to detail and good record-keeping skills
Organized, detailed oriented and a self-driver and capable of working independently under minimal supervision
Demonstrate strong ethics and teamwork
Basic understanding of mathematics and formulas used for calculations
Ability to follow oral and written procedures
Ability to follow SOPs, work instructions and related documentation
Capable of working independently under minimal supervision
Possess a BS degree in Chemistry, Biology, Molecular Biology, Bio-Engineering or related field
Minimum of 4 years of industrial experience. PCR and Real-Time PCR experience desired
Experience in a regulated manufacturing environment (ISO or GMP) is a plus

Senior Transfer Associate Resume Examples & Samples

Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
Performs general clerical activities, including faxing, copying and filing
Performs box count on a rotational schedule when needed
Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities
Various industry rules and regulations that must be followed when transferring accounts
Other Home Office Operations departments
Various required legal documentation needed to process requests
Organizational and time management to prioritize workflow and ensure duties and projects are completed by the stated deadline
Reasoning and problem solving to research and resolve complex problems
Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence
Effectively communicate and interact with all levels of management, other associates and counterparts at other firms
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities
Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
Understand the various legal documents required by various companies in order to process client requests
Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system

Senior Transfer Associate Resume Examples & Samples

Reviews client requests to transfer accounts processed by department associate to ensure accuracy
Reviews and verifies hard copy and on-line reports in order to process all claims and ACATS residual credits
Contacts Financial Advisors and external clients both orally and written to provide assistance when needed
Screens incoming client calls to verify accurate information to ensure superior service was provided by Transfer Associates
Maintains accurate records/notes to ensure all client requests are completed within regulated time allotment
Calculates and understands market value versus firm risk when transferring client assets
Assists associates with reconciling Raymond James transactions
Trains associates on various functions within the department
Provides coverage during absences and vacations of other departmental associates
Assist management in identifying procedures and policies that are outdated or ineffective
Maintains and files weekly statistical reports for the department
Observes and provide feedback on monthly functional team meetings
Each type of security held by the firm and understands the similarities and differences of each security, especially in terms of their complexities
All back office and imaging systems
Various industry rules and regulations that govern account transfers
Securities Industry Software (SIS) sufficient to reconcile client accounts and research activity in client accounts
Various legal documents required by different companies in order to process client requests
Mathematics sufficient to research and reconcile client account balances
Reasoning and problem solving to research and resolve high priority issues with minimal to no supervision
Letter composition and grammatical skills sufficient to create, edit and signature guarantee letters of instruction
Work independently and in a team environment
Communicate with all levels of management, other associates and counterparts in other firms
Understand and apply the rules and regulations pertaining to all facets of the various transfer processes
Interpret various complex financial statements
Train other associates
Provide a superior level of customer service
Associate’s degree with a minimum of four (4) years of securities related experience

Associate Transfer Agency Oversight Resume Examples & Samples

Responsible for day to day relationships with various third party Transfer Agents (TAs) across the open end mutual funds, including our Liquidity product range, acting as a primary contact for both internal and external parties
Investigate and resolve day to day operational queries, issues and incidents relating to the TA functions
Proactively analyze trends in errors and issues to identify opportunities for process improvement at the TA and implement corrective action plans to prevent recurrence
Completion of oversight controls on specific activities at the assigned TAs to ensure compliance with agreed upon service levels and accuracy of TA processes
Draft shareholder communications and coordinate special shareholder mailings
Review prospectuses for new fund launches and annual prospectus updates
Review financial statements (annual/semi-annual), populate and proof shareholder related data
Monthly TA invoice review, sign off and submit for payment
Review and approval of annual shareholder tax reporting from the TAs (1099’s, 1042s, etc.)
Create annual dividend calendar for the assigned funds, as necessary
Maintain and update written procedures and develop process improvement recommendations to enhance department workflow
3-5 years, mutual fund operational experience, knowledge of transfer agency preferred
Must have strong internal and external communication skills with a client focus
Acute attention to detail, understanding of downstream processes and the ability to work independently
Demonstrate an affinity for teamwork and to contribute as a partner
Proficient Excel skills
Investment company and financial reporting experience a plus
Project experience a plusSearch Jobs US

Receives Associate Transfer of Assets Resume Examples & Samples

Your attention to detail and ability to quickly organize and prioritize multiple tasks
Your ability to take initiative and to work under tight deadlines in a dynamic team environment
Be analytical and possess good problem solving skills
Be technically oriented, with strong MS Office/PC skills
Your excellent written and verbal communication skills
Ability to build and maintain business partner relationships
Be motivated and show a desire to learn about the business and new technologies
Be a team player with capability to help maintain a positive work environment

Transfer Associate Resume Examples & Samples

Attentive to detail and organized with the ability to work in an environment with frequent interruption
Ability to learn data-based programs and University management software such as BANNER, Infoview, TOPNET, iCAP, and WKU portal
A commitment to providing exceptional student (customer) service
Ability to work in a team environment and interact professionally with a wide spectrum of individuals including faculty, staff, and administration

Product Transfer Associate Resume Examples & Samples

Design, implement, and maintain software tools for the SPT program
Prepare and manage supporting documentation
Collaborate with engineers to establish SPC
Develop ETL tools in collaboration with Business Systems
Review and change existing tools and processes to improve functionality and efficiency
Engage in data analysis in support of other Product Transfer teams (e.g., Failure Investigation)
Bachelor’s degree in Engineering or Science
Minimum 4 years directly related experience or equivalent combination of education and experience to perform at this level
Background in software/macro development and data analytics
Expertise in SQL, Python, and Excel
Working knowledge of statistical software packages (e.g., Minitab and JMP)
Proficiency in SPC
Detail-oriented and analytical.Desire to solve problems
Strong communication skills.Ability to communicate effectively with cross-functional colleagues
Driven towards self-improvement with appetite to learn new skills
Confidence working independently with minimal supervision

Transfer Agency Associate Resume Examples & Samples

To ensure the highest level of client service is being provided consistently, as standard, in day to day interactions with clients
To ensure our UK Transfer Agent has full and complete information at their disposal in order to fulfil our service expectations, and have received the requisite training
To ensure that in the event of any complaint, that the complaint is resolved in the manner and to the standards BlackRock prescribe, and that the root cause of the issue is addressed
Respond to email inbox queries from internal stakeholders and referrals from our Transfer Agent, ensuring responses are sent promptly and within our internal SLA
Be responsible for recording complaints received by our UK Transfer Agent in addition to complaints received directly to individuals in the UK Retail business
Be responsible for reviewing complaint sequence of events (SOE) documents and resolution letters produced by our UK Transfer Agents, to ensure the correct resolution has been reached and that the letter is written in the style we have prescribed and agreed
Undertake monthly monitoring of phone calls and emails and letter responses produced by our team and by our UK Transfer Agent and produce statistics and commentary to evidence quality and trends for consumption by senior management. You will ensure each of the communications focuses on TCF principles and guarantees the correct outcome for the client
Monitor the KPIs, escalate if our SLA has not been met and use these figures to report in the team’s quarterly board report
Act as a client service champion, intermediating the UK Transfer Agents to ensure they understand how important the client experience is to BlackRock, enabling us to deliver the best possible service to our clients
Assist in managing relationships and organising communications with internal teams and Transfer Agents to ensure client queries and issues are being addressed and resolved as efficiently as possible
Proactively develop familiarity with BlackRock’s existing products and operational processes to aid query resolution and assist with the design and delivery of client communications and services
Be required to produce accurate periodic MIS related to the work undertaken by you and the team
Be expected to participate proactively in the continuous improvement of our control environment, policies and procedures, including writing and updating team policies, procedures and presentations as necessary
Be expected to partner with the Sales teams and other business stakeholders to develop solutions for our clients, exploring our service capabilities and continually looking for ways to innovate and provide clients with improved and better service outcomes
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which impact the Retail business, its products and its clients
Experience in a client servicing role, ideally in a TA environment
Able to demonstrate a level of technical understanding of a range of investment instruments, fund types and products
Have an understanding of the relevant regulatory environment
Demonstrates a risk focus and an understanding of the importance of identifying potential risks and of reporting risks to line management and other relevant parties
Numerate and able to demonstrate a high level of attention to detail
Demonstrate an understanding of the importance of customers /providers to BlackRock and ability to work closely with others to meet objectives
Prepared to take initiative, work flexibly to help the team achieve its goals, and respond positively to change
Ability to identify problems and issues, work proactively with others to resolve them and escalate issues appropriately
Takes responsibility for the completion of own work in accordance with agreed procedures and to the highest standards of quality and timeliness
Demonstrates team spirit, is prepared to assist colleagues and perform tasks that do not usually fall within his/her responsibilities
Demonstrates an ability to manage a working relationship with providers, is prepared to escalate issues and communicate with all levels
Ensures accurate record keeping of work and files documents in a way so that they are easily retrieved
Able to manage and resolve conflicting priorities
Experience of dealing with intermediary clients and end-retail investors over telephone and email. Experience of a telephone service-based environment within an asset management or similar firm would be an advantage
Experience working with internal stakeholders and influencing for positive and timely client-focused outcomes
An individual who exhibits a client-focused attitude and is dedicated to offering the highest level of client service
A confident, friendly and respectful individual with excellent written and verbal communication skills, comfortable liaising with client and colleagues at all levels
Excellent working knowledge of Microsoft software such as Outlook, Word, Excel and PowerPoint