Treasury Services, Senior Associate

State Street • Quincy, MA

2d • $52,000 - $84,760

About The Position

We are looking for an experienced professional that will be responsible for preparing/reviewing Treasury Services tasks associated with client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting within the Treasury Services group in State Street’s Global Delivery division in Quincy, MA. The preferred candidate will have a Bachelor’s degree or equivalent work experience with a focus in Treasury Services work of 2-4 years of related experience. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

• Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills.
• Good understanding of financial services and investment products.
• Strong attention to detail and a focus on service.
• Strong PC skills, specifically Excel skills (Intermediate).
• Strong written and verbal communication skills.
• Ability to prioritize multiple responsibilities to meet internal and industry deadlines.
• Strong problem resolution skills.
• Ability to work well in a fast paced, high volume atmosphere.
• Desire and commitment to learn technical aspects of each deliverable.
• Ability to communicate with various internal teams to resolve inquiries and understanding when to escalate.
• Strong communication, interpersonal, organizational, and time management skills.
• Ability to interact with on-shore and off-shore teams to resolve inquiries and understanding when to escalate.

Nice To Haves

• BS/BA in Business, Accounting, Finance or equivalent experience preferred
• 2-4 years related experience

Responsibilities

• Prepare and perform 1st level review on client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting
• Ensure that all deliverables assigned as preparer and reviewer are completed accurately and within agreed upon time; for reviewer assignments; manage preparation process to ensure appropriate completion
• Escalate all delays and issues regarding assigned deliverables timely to officer and/or AVP
• Provide on-the-job training and coaching to all staff as needed
• Implement all standard practices, processes, tools, and technology enhancements
• Participate in the research and resolution of accounting, client and auditor issues
• Complies with internal, client specific and Standard Operating Procedures while meeting specified deadlines for all tasks
• Maintains well-documented organized work papers and client files.
• Provide production oversight to JV processes
• Other special projects and tasks as assigned

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees