Transfer Agent Governance and Oversight Specialist

Posted yesterday

randstadMalvern (PA)

Financial Specialists, All Other Trust, Fiduciary, and Custody Activities

SENIORITY

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About the role

Next Generation Recordkeeping System ImplementationAs part of a strategic initiative to modernize our Transfer Agent (TA) platform, our organization is implementing a next-generation recordkeeping system designed for intermediated accounts while transitioning select legacy direct accountsreferred to as Mutual Fund Direct (MFD)to a specialized third-party service provider model. Under this new operating structure, our firm will retain complete client ownership and high-level governance while offering enhanced services and operational efficiencies.

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