Senior Transfer Agent/Senior Distribution Agent

Địa điểm Phường 1
Ngành nghề Dịch vụ tài chính - Ngân hàng, Bảo hiểm
Category Customer Service
Mã số 16726
Loại công việc Cố định
Email liên hệ phuong.huynh@manpower.com.vn
Điện thoại liên hệ +84 338 080 077
Ngày đăng Tháng chín 19, 2024

Key Responsibilities:

  • Investor Account Management: Approve investor trading accounts, including opening, closing (eKYC/KYC), and updating information in TA/DA systems.
  • Transaction Oversight: Review and approve daily transactions
  • System Configuration: Set up, modify, and terminate DA, pension schemes, and fee/tax calculation rules in the TA system as required.
  • Process Improvement: Continuously review and refine existing TA processes to align with industry best practices.
  • Project Participation: Engage in the development and implementation of TA/TPA (Third Party Administration) systems and trading portals.
  • Reporting: Prepare and deliver reports for management, including account activity and fund position summaries.
  • Stakeholder Management: Address queries from internal and external stakeholders regarding TA matters promptly and professionally.
  • Regulatory Compliance: Stay updated on TA software, policies, and procedures to ensure alignment with regulatory requirements.

Cross-Functional Activities:

  • System Testing & Operational Initiatives: Participate in system testing and contribute to various operational initiatives across the organization.
  • Relationship Management: Maintain strong working relationships with business partners, including VSDC, Custodian Banks, and third-party distribution agents.