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Added 5 days ago
Indigenous Student Recruitment Officer
Okanagan College
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…delivery methods. The position combines knowledge of various data sources and industry and enrolment trends with relevant cultural understandings and competencies ideally, through lived…
Added 1 month ago
Job Supervisor/Bilingual French English
Canadian Nuclear Laboratories
Bécancour, QC
Full-time
Acting as Officer-in-Charge or Emergency Steward during emergency response situations.
Added 1 month ago
Alternative Ops Transfer Agency, Associate 2
State Street
Toronto, ON
Full-time
…two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading…
Added 1 month ago
Alternative Ops Transfer Agency, Associate 2
State Street
Toronto, ON
Full-time
…two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading…
Added 26 days ago
Data Governance Analyst
Matrix Global
Toronto, ON
Full-time
Collibra certification(s) (e.g., Collibra Ranger, Collibra Certified Data Steward/Admin).
Added 5 months ago
Environmental Remediation Project Manager
WSP in Canada
Kelowna, British Columbia
Full-time
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.
Added 5 months ago
Environmental Remediation Project Manager
WSP in Canada
Kelowna, British Columbia
Full-time
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.
Added 5 months ago
Environmental Remediation Project Manager
WSP in Canada
Vancouver, British Columbia
Full-time
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.
Added 5 months ago
Environmental Remediation Project Manager
WSP in Canada
Vancouver, British Columbia
Full-time
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.
Added 5 months ago
Environmental Remediation Project Manager
WSP in Canada
Victoria, British Columbia
Full-time
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.
Added 5 months ago
Environmental Remediation Project Manager
WSP in Canada
Victoria, British Columbia
Full-time
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.
Added 5 months ago
Environmental Remediation Project Manager
WSP
Vancouver, British Columbia
You have a strong commitment to health and safety, and steward best health and safety practices throughout your projects.

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State Street

Alternative Ops Transfer Agency, Associate 2

Toronto, ON, Canada

Pay: $45,000 - $67,500 Annual
Job type: Full-time
Apply by: Oct 31, 2026
Experience: Must have 1 – 2 years of mutual fund operations experience
Posting language: English
Posted: Aug 17, 2026

Apply About employer

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Original job description

Who we are looking for

The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As an Associate II in the Transfer Agency Team, you will:

Responsible for day to day operations of groups by managing workflows.
Develop and maintain strong client relationships.
Collaborate with other TA business units as well as other departments within State Street
Responsible for managing client Service Level Agreements and ensuring they are met.
Responsible for managing internal and external KPI’s and ensuring they are met.
Work on other projects or tasks as assigned.

What we value

These skills will help you succeed in this role

Taking Ownership and Initiative
Ensuring accuracy and quality – detail oriented
Strong organizational and analytical skills
Time management skills – ability to prioritize
Providing outstanding service
Effective Communication
Fostering Collaboration and Teamwork

Education & Preferred Qualifications

BS/BA (optional)
Must have 1 – 2 years of mutual fund operations experience
Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$45,000 - $67,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Apply About employer

More about this job

Responsibilities

The Associate will manage daily operations and workflows within the Transfer Agency team while maintaining strong client relationships. They are responsible for ensuring adherence to Service Level Agreements and internal/external KPIs.

Requirements

Candidates must have 1-2 years of experience in mutual fund operations and proficiency in MS Office 365 tools. A Bachelor's degree is preferred for this role.

Skills

Financial services
Mutual fund operations
Workflow management
Service level agreements
KPI management
Detail oriented
Organizational skills
Analytical skills
Time management
Communication
Collaboration
Teamwork
MS Office 365
Excel
PowerBI

Benefits

Medical care
Insurance
Savings plans
Flexible work program
Development programs
Educational support
Paid volunteer days
Matching gift program
Employee networks

Visa sponsorship

Not detected in the job text

Keywords

Financial services
Transfer agency
Mutual fund operations
Workflow management
Client relationships
Service level agreements
KPIs
MS Office 365
Excel
PowerPoint
PowerBI
Institutional investors
Risk management
Investment servicing
Data & analytics
Investment research
Trading
Investment management
Custodian bank
Asset management

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