Transfer Agency Agent Jobs (NOW HIRING)

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs. 

For more information about Citco, please visit www.citco.com 

About the Team & Business Line: 

Fund Administration is Citco's core business, and our registered fund and accounting service is one of key focus areas for expanding our offering into the rapidly growing retail alternative products space. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. 

As a core member of our Retail Alternative Transfer Agent - Registered Funds team, you will be working with some of the industry's most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon. 

About You:

• 5-10 years' experience in Financial Services, preferably within a registered fund Transfer Agency Group with a focus on the technology and automation of back-office functions.
• Bachelor's and/or master's level degree.
• Experience in support of Retail Alternative Products, while not essential, is preferable.
• You are recognized for your thoughtful leadership and passion in employee engagement and retention, professional development and dedication to best in class operational delivery for a diverse client base.
• Demonstrated success influencing change and embracing a collaborative nature to drive people and business results.
• Proven experience managing a team and exposure to systems implementations and workflow process initiatives.
• Experience in leading individual associates, hiring and providing associate feedback and performance evaluations.
• Assist with business development and support of the sales and marketing of Citco Retail Alternative Fund Services to potential clients.
• Experience in creating automation within clerical functions including systematic controls and oversight.

Our Benefits

Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. 

As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.

Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.

Your Role: 

• Act as a leader to partner in developing and driving the build of Citco's Retail Alternative Transfer Agency.
• Lead employee engagement and development initiatives on behalf of your clients or to improve overall Citco service offering.
• Lead a team responsible for the client relationships and operations of a group of Retail Alternative asset management clients.  Your team will oversee all facets of the services delivered to the client by the Citco Retail Alternative Transfer Agency.
• Work with various teams throughout Citco to ensure services for your clients are completed and meet the expectations outlined for each client.  The transfer agent will provide full-service support including:
  • Investor Contact Center
  • Investor transaction processing group
  • Reconciliation and Money Movement Activities
  • Compliance and Regulatory
  • Reconciliation and Treasury Services
  • Tax
• Assist with recruitment, employee assessments, and business planning.
• Monitor and manage Risk and Performance Dashboards across clients.
• Implement global standards for work processes and ensure ongoing monitoring of control environment.
• Develop, maintain and validate clear department operational procedures and guidelines. 
• Implement and oversee the business solutions for Investor Relations within the registered market.
• Review and implement technology solutions to create automation and best-in-class solutions for our Registered Alternative Product clients.