Transfer Agency Manager, Officer

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.



As an Account Manager in Unit Registry, you will be responsible for the overall management and motivation of your team to meet daily operational needs. You will lead an engaged workforce by example and be able to leverage individual strengths and identify development opportunities. Innovative thinking is critical to successfully plan and execute various projects, improve efficiency and reduce risk within your team. You will effectively embrace change and influence those in your team to have a similar mindset.

Your role as Account Manager will be to:



  • Ensure that all operational registry and reporting deliverables to both internal and external clients are met in a timely and accurate manner.


  • Manage client relationship from both a strategic and day to day tactical perspective ensuring coherence between client requirements and SSAL service capabilities


  • Facilitate staff training & development, including through effective performance reviews


  • Understand the core offering and increase efficiencies in the day to day processes


  • Provide auditing assistance during operational peak periods



To be successful in this role you will possess the following skills and experience:



  • Knowledge of the unit registry operational flows.


  • Knowledge of fund accounting operational concepts.


  • Ability to manage all aspects of a team and/or teams – leadership, coaching, recruitment, team building, problem resolution, motivation, training/development of staff in technical and leadership skills.


  • Good liaison skills across all levels of the organisation.


  • Extensive experience in all aspects of client servicing.


  • Formal qualifications in accounting/business/commence/finance – SIA or degree.


  • A solid understanding of the finance industry and financial markets.


  • Previous Unit Registry, finance and/or banking background.


  • An excellent understanding of core registry processes – transaction processing, distributions and non-financial changes.


  • Working knowledge of the relevant State Street’s proprietary systems (Phoenix, regiSTREET,  etc)