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Transfer Agency Senior Representative

External
Full-timeOn-siteToday
ExcelMentoring
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Responsibilities

  • Input and validate transfer agency related investor transactions
  • Monitor, assign and reconcile investor transactions in proprietary workflow management tool
  • Handle and follow through transactions that require special handling
  • Prepare and monitor the production of internal and external reports
  • Assist Supervisor or Manager in reviewing and updating operational checklists and procedures to facilitate continuous enhancement of service standards and control measures for the Department
  • Follow appropriate protocols to ensure timely escalation of issues or errors
  • Adhere to risk control measures while ensuring all required operational standards are met
  • Ensure firmwide and client specific policies and procedures are properly adhered to and evidenced
  • Address all enquiries (internal and external) in a timely and accurate manner
  • Collaborate with local and global teams to deliver operational and service excellence
  • Proactive participation and contribution to local or global projects and initiatives
  • MINIMUM REQUIREMENTS
  • BA/MS degree and/or equivalent work experience
  • 1-3 years of professional experience, preferably in a Transfer Agency or Financial Services settings
  • Demonstrate willingness and ability to learn
  • Attention to detail and proven ability to handle multifaceted challenges
  • Ability to multi-tasks effectively under pressure
  • Good knowledge of standard Office applications. (Word, Excel and PowerPoint)
  • Knowledge and prior experience of Multifonds TA is an advantage
  • Fluency in verbal and written English, Mandarin and Cantonese is highly preferred
  • Willingness to provide work coverage on a rotational basis during Hong Kong bank holidays when needed
  • We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
  • About BBH:
  • Go to BBH.com to learn more about our rewards and benefits , philanthropy , approach to sustainability or how we support you to thrive personally, physically and financially .

Additional Information

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Brown Brothers Harriman ("BBH") is an award-winning provider of global custody, fund accounting and administration, foreign exchange, and technology solutions for many of the world's leading asset managers and financial institutions. Our Transfer Agency Department is looking for the right caliber who will be responsible to perform Transaction Processing functions in a controlled and efficient manner to generate high client and investor satisfaction. The individual is expected to possess strong communication and interpersonal skills, demonstrate logical thinking and problem-solving ability, attention to detail, capable to deliver timely and accurate execution and willingness to collaborate and contribute as one team within a global organizational environment.


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