Transfer Agency Project Support- Officer at State Street in Quincy, Massachusetts

Posted in General Business 14 days ago.

Type: Full-Time

$60,000.00 - $90,000.00 per year




Job Description:

Job Description

Who we are looking for

The Transfer Agency Project and Production support teams based in North Quincy, MA serve as liasions between the TA Operations and various vendors that provide support. The team is responsible for issue resolution as well as management/oversight of development initiatives on behalf of the department. We are looking to fill the role with a motivated individual that has a sound operational understanding of the Transfer Agency service model as well as strong organizational/communication skills.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As TA Production Support Officer you will be responsible for the following:

•Central issue reporting point for business; coordinate vendor/IT communication; assist in research and resolution

•Coordination and testing of defect fixes with IT and vendors

•Management/Administration/Development of Critical Tools Applications

•Manage annual ISMRP process for internal and vendor applications

•Documentation of business requirements and coordination of design solutions

•Coordination and prioritization of approved projects

•Prioritization of IT and vendor release plan

•Project plan development and maintenance

•Facilitating communication to and managing stakeholders across multiple business units and outside vendors

•Management status reporting

•Test case development and execution

•Conduct periodic vendor review meetings

•Develop and maintain tracking protocol for production issues for all core TA applications

•Support New business onboarding and conversions

•Facilitate Client launch matrix and operational readiness meetings.

What we value

These skills will help you succeed in this role


  • Problem solving and research

  • Critical Thinking

  • Strong Organizational skills

  • Effective Communication skills.


Education & Preferred Qualifications

  • Bachelor's degree is preferred

  • 2+ years of experience in Transfer Agency or financial services.


Additional requirements

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:
$60,000 - $90,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

State Street's Speak Up Line





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