Title - Transfer Agent Specialist
Location - Wilmington, DE - 19801 (Hybrid)
Duration - 05 Months (Possible Extension)
Payrate range - $32-35/hr
Primary Responsibilities:
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Analyze and interpret Corporate Trust account details and incoming documentation from internal business partners and bondholders to ensure timely and accurate transaction processing on the bondholder system of record.
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Process new account setups, adjustments to existing accounts, transfers of ownership and/or payments through data entry for Corporate Trust customers, ensuring timeliness and accuracy of all work.
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Research and resolve operational and/or calculation discrepancies in response from bondholders and business partners.
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Partner with business and support colleagues including helping assess system functionality and determining solutions for special processing needs to provide an optimal and consistent client experience.
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Ensure regulatory deadlines and department guidelines are met for operational processing to protect Company interests and retain and expand customer relationships.
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Identify processing issues and opportunities for control improvements; work with managers and peers in improving processes for those approved to increase efficiency.
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Communicate with bondholders and business partners in response to their inquiries.
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Develop and maintain an understanding of the business to identify, investigate and resolve issues to contribute to sustained operational performance and positive client interactions.
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Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
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Promote an environment that supports diversity and reflects the brand.
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Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
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Complete other related duties as assigned