Who We Are



For over 235 years, the client has been at the center of the global financial markets, providing the worlds leading institutions the tools, capabilities, and services to be distinctive investors



The Client has approximately $16.5 billion in revenues and a 23% return on tangible common equity.



The client is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:



Managing the custody of approximately $37 trillion financial assets of the worlds leading institutional investors, hedge funds, sovereign wealth funds, and corporates



Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes



Providing collateral, liquidity, and funding for the worlds largest banks through our markets franchise



Serving family offices and high net worth individuals through our wealth management franchise



Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers



Advising large global corporations on a range of trust and other solutions



Providing integrated managed data services to asset managers



What We Do



Transfer Agency/Inbound Operations Group Overview



Pittsburghs Transfer Agency group is a growing operations team that is part of the clients Global Payments & Treasury Services Operations group.



The team is responsible for reviewing shareholder documents and facilitating a variety of securities transactions, functioning as a trustworthy and reliable processing solution for mutual funds and investment companies.



Transfer Agency provides a secure, effective, and digitally practical service that ensures processing efficiency while complying with all applicable standards and regulations.



Role-Specific Responsibilities:



Responsible for the documentation of receipt of shareholder mail as well as the identification of transaction requests.



Responsible for performing an authenticity review of shareholder documents to verify original signatures, medallion stamps, raised seals etc.



Responsible for the preparation of documents for scanning and/or actually scanning.



Reviews source documents (checks) for legal requirements in order to process items according to the management companies check acceptance policy.



As these items are financial in nature, they must be processed within required turnaround time and with a 98% accuracy rate.



Assist mutual fund shareholders, broker/dealers and fund companies with inquiries & transactions.



Receive guidance from more experienced staff and will need to escalate issues following a regulated escalation process, as needed,



Responsible for the quality and completion of own work.



Work independently, without direct reporting.



Qualifications:



High school/secondary school or the equivalent combination of education and experience is preferred.



Bachelors degree preferred. 1-2 years of total work experience preferred. Experience in brokerage processing preferred.



Shift hours:



Day shift: Ranging from 8:00-4:30pm to 8:30-5:00pm



Evening shift: 11:30am 8pm (daylight hours if working weekend days)



Expectation: Occasional weekend work may be required, potential for mandatory overtime



RATE RANGE: 17.60-22.60/HR (negotiation expected)