Services Manager

• Feb 2021 - Present

Site Coordinator

• Jun 2015 - Feb 2021

Working closely with our onsite co-sourcing teams to help them apply Integra methodologies and best practices to improve their process, meet/exceed expectations and drive value for our clients.

Information Management Technologist

• Aug 2012 - Jun 2015

Employing information management best practices to help clients harness the value of their information. Managing priorities to ensure all client SLAs were met or exceeded. Responding to client requests with exceptional customer service. Continuously analyzing existing processes to focus on efficiencies and operational excellence. Coordinating numerous projects including SharePoint and LiveLink tool creation/enhancement.

Supervisor

• Dec 2011 - Jul 2012

Managed a team of 12, providing regular feedback/coaching sessions to encourage growth and assist team members in meeting individual and team goals. Coordinated with other supervisors to identify team training needs and design an appropriate training schedule. Lead the SSC Treasury team, reducing the error rate from 30% to under 2% in one month. Prepared daily, weekly, and monthly reports on team productivity and error rates. Introduced weekly team huddles to reduce errors and information overload. Maintained an in-depth knowledge of SSC trade, audit, statement and Treasury processing to assist with trouble-shooting. Proactively analyzed procedures/systems to increase efficiency and accuracy. Worked within strict deadlines to ensure all client SLAs were met. Show less

Senior Trade Processor

• Jul 2011 - Dec 2011

Go-to person for procedure and technical questions. In-depth knowledge of all transfer agency systems, including NTAS, Hedgetek, and Aexeo Investor. Booked and approved trades and related data management. Drafted and released investor audit confirmations. Prepared investor statements. Trained new hires in trade, audit and statement processing. Kept team advised of procedural updates.

Trade Processor

• Feb 2010 - Jun 2011

Processing trade redemptions, subscriptions and transfers with a high level of accuracy and attention to detail. Maintaining process documentation and identifying opportunities for training and process enhancement. Ensuring all trades were processed within SLA.