Associate – Transfer Agent Operations

Associate – Transfer Agent Operations

Requirements

• College Degree required and/or 0-3 years experience in Financial Service Operations
• Proficiency with Microsoft office Word, Excel and other basic knowledge of other products within suite
• Effective written, verbal and listening skills

Responsibilities

• Review and process customer transactions and account inquiries
• Comply with all policies and procedures related to all aspects of TA Operations
• Ensure quality standards are enforced, met and compliant with regulatory mandates
• Ensure all key daily duties are performed timely and accurately
• Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
• Cross train as needed
• Other duties as assigned by management

Preferred Qualifications

• You are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
• You can demonstrate strong communication skills and are client focused
• Effective problem solving and Decision making
• Risk mitigation through policy and procedural understanding
• You can multitask and prioritize requests and deliver timely and accurate solutions to clients and shareholders
• You can thrive in a team environment and demonstrate a willingness to assist other team members
• You bring intellectual curiosity and are committed to continuous learning and personal development
• Getting involved in new assignments, projects, and activities within the role in the Fidelity community is something you strive for