KP Recruiting Group is a consulting firm that providesleadership and exceptional talent to some of the world’s leading companies.Headquartered in the Midwest, KP Recruiting Group has successfully completedcountless engagements in the United States, Europe and Latin America. Werepresent clients in all industries and all sizes. Our mission is to provideexceptional client and candidate experiences in order to get the best possibleresults. On behalf of our client, we are excited to present the following confidentialrole. We look forward to hearing from you and discussing the opportunity!

The Role:

The Team Leader will supervise and support a team of Analysts and Senior Analysts within the Transfer Agency team. The department is responsible for client and investor document management, processing and quality checking of transactions and updating the registers of our clients funds in response to investor instructions. The Team Leader reports to the Team Manager and assists with workflow distribution and maximizing the effectiveness of the team. Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work. Conducts performance management and career development processes, and staffing and disciplinary actions.

1. Oversight of the processing and quality checking of a wide range of dealing transactions through internal systems, to regulatory and client standards

2. Day to day oversight of the document management process, ensuring that investors¿ instructions are scanned into the workflow system accurately and timely

3. Investigate and resolve enquiries and exceptions, communicates with various internal departments, other banks and brokerage firms to resolve exceptions

4. Prepare financial reports ensuring conformity to professional and regulatory requirements

5. Responsible for work flow distribution and the effective use of resources within the team

6. Provide on the job technical training and coaching for all team members and brief staff regularly on issues relating to work carried out by the team and new initiatives

7. Organize the work of the team, assign tasks, set short-term priorities, monitor all activities and ensure timely and accurate completion of the work

8. Ensure all procedures are kept up to date and are adhered to on a daily basis

9. Assist the Team Manager in establishing goals and objectives for the team

10. Generate process and system enhancement ideas and co-ordinate the introduction of these changes with supporting documented procedures

11. Conducts performance management and career development processes, and staffing and disciplinary actions

Requirements

• A College or University degree and/or relevant work experience is required
• Supervisory experience is desirable
• Excellent oral and written communication skills are required.
• The role will require the ability to deal confidently and articulately with internal and external counterparties
• Analytical and problem solving skills are required
• Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff
• Ability to set priorities and manage deadlines, escalating issues where necessary
• Good team player, self-starter, flexible, with the ability to work under pressure with minimal supervision

Benefits

Ourclient offers a comprehensive benefits package including:

401kMatching

Family andIndividual Insurance Packages (Health, Life, Dental, and Vision)

Paid TimeOff & Paid Holidays

Long &Short-Term Disability

IdentityTheft Plans

Retirement& Pension Plans

EmployeeAssistance Program

EmployeeReferral Program

TuitionReimbursement Programs

Advancement& Professional Growth opportunities 

ParentalLeave

& More