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Transfer Agency, Team Lead - R126252

at Northern Trust Company in Chicago, Illinois, United States

Job Description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements. The team provides technical support to the operational areas, independent handling of complaints, undertake process reviews, co-ordinate audit visits, providing management information and analysis. The Technical Coordinator supports the Team Leader in ensuring operational efficiency with respect to workflow distribution and ensuring the effective the use of staff resources. Carries out complex activities with significant financial, client, and/or internal business impact. Able to serve as a key subject matter expert and mentor to other more junior level employees. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).

Major Duties:

1. Conduct regular 1-on-1s with staff, including year end evaluations
2. Provide input to process changes which would result in greater operational efficiency
3. Provide day-to-day support and guidance to support the team with respect to workflow distribution and ensuring the effective the use of staff resources

4. Identify, document and disseminate new procedures and controls
5. Carry out complex activities with significant financial, client, and/or internal business impact
6. May have direct interaction with committees, clients and/or Senior Management
7. Able to serve as a key subject matter expert and mentor to other more junior level employees
8. Manage daily operational activities and supervise day-to-day work of incoming investor requests, tasks, reporting, and training (but not a formal management role)
9. Technically sound in area of expertise and has broader knowledge of other areas

10. Delivers a work product that requires less revision
11. Able to facilitate discussions and reach decisions

Working Model: Hybrid

We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

Knowledge :

  • Excellent oral and written communication skills are required
  • Functional / Industry Knowledge is required
  • Analytical and problem solving skills are required
  • Be able to work as part of a team with minimal supervision
  • Accuracy and attention to detail are critical
  • #LI-GG1
  • #LI-Hybrid



Experience :

A College or University degree and/or some relevant work experience is required

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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Job Posting: 11944753

Posted On: Jun 02, 2024

Updated On: Jul 02, 2024

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