Job Responsibilities include:

• Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR set up.
• Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts.
• Production of client-customized reporting; collection of data and production of customer report cards.
• Identify and resolve work processing issues, making suggestions to streamline operations.
• Monitor day-to-day service delivery of BU Shared Service and CoE’s for assigned accounts.
• Respond in a timely manner to inquiries from operational CoE’s, BU Shared Services and BU Client Service.
• Assist with compliance/fiduciary reviews and audits.
• Responsible for directing and training of subordinate staff.  Evaluate and establish standards and complete staff PPR’s semiannually.
• Supervise and manage administrative tasks for your staff, which can include vacation, overtime, sick leave, staff scheduling, periodic PPR reviews and other requests as outlined by your manager. 
• Identify and implement consistent operational best practices.
• Build and maintain strong client and inter-departmental relationships.
• Provide timely and accurate customized client reporting.
• Validate, approve and distribute monthly invoices as necessary.
• Elevate unresolved issues/problems to Officer/AVP.
• During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

Qualifications

• Bachelor’s degree, preferably within Accounting, Finance or Economics
• At least 3 years’ work experience in accounting, finance, mutual fund operations, loan servicing or related career 
• Strong computer competence (Microsoft applications: Excel, Word, etc.)
• Accuracy and detail-orientated
• Aptitude for math
• Interpersonal and oral communication skills
• Multitasking capability
• Ability to work under pressure/deadlines driven environment

Job Opening ID

State Street Job ID: 135238

Location

Sacramento, CA

Closing Statement

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