AddressSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
In Australia, SS&C is predominately located in Melbourne and Sydney and has 600+ employees. Most of the Australian division are working on Unit Registry (referred to as Transfer Agency around the world) technology and services. SS&C Managed Funds Administration (MFA) is the largest provider of Unit Registry services in Australia, providing Fund Manager, Custodians and end to end service offering.
About the Role
This is an integral role within the SS&C Mutual Funds Administration function and the processing team with a focus on processing new applications and static/adviser updates in the Fund Services businesses.
You will be responsible for assisting with reviewing and updating procedures and checklists for onboarding new clients whilst working effectively with the team and other internal/external stakeholders, including our offshore operations team.
Role Responsibilities
Monitoring and conducting investigations of customers' accounts following AML, CTF AND KYC standards
Support the regulatory requirements of the on- boarding of customers, ensuring that the required ID documents have been requested from new and existing customers
Liaising with Internal stakeholders to collect any additional information required to progress with investigations
Prompt escalation of issues / risks identified within specified SLAs
Set up of new advisers and dealer groups
Update client data for existing clients
Process deceased estate accounts and ensure all relevant documents are collected and verified.
Work with the offshore processing team to ensure that requests are processed within the agreed SLAs
About You
Sound knowledge on the AML/KYC rules and requirements as per the AUSTRAC AML guidelines is a must.
3+ years Financial Services experience - knowledge of Funds Management, Custody and Platforms preferable
2+ years Unit Registry experience specifically with On Boarding of investors
Strong business and analytical capabilities
Excellent written and verbal communication
Strong reconciliation and problem-solving skills
High level of accuracy and attention to detail
Spread sheet and analytical skills.
Ability to build good working relationships with internal stakeholders.
Ability to work well under pressure, maintaining professionalism.
Ability to work effectively and consultatively within a diverse team environment.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
