7 days old

Senior Analyst,Transfer Agency

Northern Trust
Chicago, IL 60602
  • Job Code

About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

Gender Equality Index Member, Bloomberg

Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

The Transfer Agency Partnership Services department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, and statements. The department is responsible for client and investor document management, processing and quality checking of transactions and maintaining the register of investors in response to investor instructions. The Senior Analyst is responsible for investor servicing as well as identifying and resolving inquiries within established guidelines. This is an entry level position with opportunity to develop professionally.

The key responsibilities of the role include:

1. Process a wide range of dealing transactions through internal systems, to regulatory and client standards with timeliness and accuracy

2. Identify and resolve inquiries within established guidelines

3. Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval

4. Able to research and resolve issues with little direction and assist with escalated client issues and client responses

5. Able to prioritize daily tasks and work queues to accurately meet client deliverables across team's client base; able to coordinate team to meet deliverables

6. Provide first level oversight of team queues and emails

7. Works effectively as a team member but also independently

A College or University degree and/or some relevant work experience is required

Good oral and written communication skills are required

Advanced Functional / Industry Knowledge is required

Analytical and problem solving skills are required

Additional Information

Posted: 2021-06-09 Expires: 2021-07-08
Sponsored by:
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Sponsored by:
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Senior Analyst,Transfer Agency

Northern Trust
Chicago, IL 60602

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