TA Investor On Boarding Rep

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client's financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

POSITION SUMMARY

The Transfer Agency Investor On-Boarding Representative primary duty is to review investor documentation prior to the account being opened.

The Representative also has to contact investors and bank clients in order to obtain documentation. He/she will also have to handle queries raised in this context.

PRINCIPAL RESPONSIBILITIES

1. Client Service

• Build and maintain an excellent relationship with the clients and their shareholders.
• Prepare and review investor files to open accounts.
• Log investors in ECMS, Maintain static data and produce various reports.

2. Process/Productivity

• Communicate professionally and constructively to effectively address and resolve issues with other sections and departments.
• Update procedures as needed.
• Ensure adherence to all established procedures and controls such as Know Your Customer Due Diligence, money laundering and terrorist financing prevention and banking secrecy.
• Prepare monthly management reports.
• Participate in the TA IOB Team daily work.
• Act as an example of knowledge and experience to the Transfer Agency Representatives.
• Prepare files for internal and external audits
• Track Team KPI and report to Management
• Prepare documents for scanning and archiving
• Scan and archive documents in ECMS
• Review and assess complex investor documentation, such as Articles of Incorporation, Trust Deeds

KNOWLEDGE, SKILLS AND ABILITIES

• BA/BS degree in a business related field, and/or equivalent work experience.
• Degree in Legal or similar field is considered an advantage
• Minimum of two years of experience in Transfer Agency environment.

Knowledge and skills (general and technical)

• Aptitude for documentation management, accuracy and organization.
• Ability to work quickly and accurately under pressure.
• Ability to communicate effectivly with others.

Other requirements (licenses, certifications, specialized training, physical or mental abilities required)

• Knowledge or experience of Multifunds is an advantage.
• Strong English, oral and written
• Second language essential.
• Third language an advantage
• Attention to detail
• Strong administrative skills and ability to handle multiple tasks/requests at the same time
• Ability to interact with Senior representatives of our clients such as Head of Compliance, Client Service Managers, Sales Managers

What We Offer:

• A collaborative environment that enables you to step outside your role to add value wherever you can
• Direct access to clients, information and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
• A culture of inclusion that values each employee's unique perspective
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Full time

Boston