Fund Administration Assitant Director, Officer recruitment
Regular/Temporary: Regular
Plans, schedules, and manages the daily workflow of one or more client relationships. Maintain strong client relationships. Evaluates and recommends process improvements, resulting in improved client service and cost reduction to bank along with the following:
Job Responsibilities:
1. Plans, schedules, and manages the daily workflow of one or more client relationships.
2. Ensures timely and accurate deliverables each client relationship.
3. Cultivates and maintains positive and effective relationships with clients and SSC coworkers.
4. Comprehends the scope of services offered to clients and reviews with staff. Identifies and communicates workflow deviations to avoid unwarranted service expansion.
5. Oversees the effective coordination of activities with other departments.
6. Ensures all personnel are appropriately selected, thoroughly trained and given timely and complete performance evaluation feedback.
7. Assists in developing targets concerning staffing and productivity, while maintaining greater efficiencies.
8. Ensures all controls and procedures are adhered to as well as makes recommendations for improvements.
9. Facilitates the successful start-up of new funds and conversion of new clients. Ensures thorough, proper planning.
10. Ensures effective use of automation and makes recommendations for current system enhancements. Provides feedback and recommendations for new mutual fund administration applications.
11. Remains informed of regulatory changes and new industry and competitor developments.
12. Evaluates staffing needs while continually striving for greater efficiencies.
13. Other special projects or tasks assigned.
Skills
BS/ BA required. 6-8 years experience with financial services is preferred. 2-3 years supervisory experience required. Strong organizational and interpersonal skills necessary. CPA is a plus.
, Not Specified