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Supervisor – TACC Money Movement & Client Reporting

  • Wymiar czasu: pełny
  • lokalizacja: Poznań
  • Data ważności oferty: 22.08.2019
Franklin Templeton Investments Poland

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton Investments. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze oddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie.

Supervisor – TACC Money Movement & Client Reporting

Working with us, you will be responsible for:

The Money Movement and Client Reporting (MM/CR) team within Treasury Accounting Cash & Control (TACC) department is responsible for reporting shareholder activity processed by the US and Canadian transfer agencies to various internal and external clients. The TACC MM/CR team works closely with both the TA and FTS teams to resolve exception items, process manual adjustments to shareholder activity and provide confirmation of activity in order to ensure all data reported to clients is accurate and timely.
The Supervisor will oversee and monitor the daily & project work of Analysts & Senior Analysts in the St. Petersburg & Poznan TACC MM/CR sites.
Working hours: 1.00 PM – 10.00 PM

What are the ongoing responsibilities of a Supervisor?

Daily Operations

  • Supervise the daily workflow within the team to ensure accurate and timely reporting of shareholder activity to clients
  • Ensure compliance with policies, procedures, internal controls, rules and regulatory requirements
  • Ensure staff is consistently meeting established deadlines and resolving inquiries

Risk Management

  • Create & implement plans to reduce risk for TACC MM/CR
  • Immediate escalation to Manager if a function has led to an error
  • Initiate incident reports as needed

Project Leadership

  • Oversee all fund event and project work completed by senior analyst staff to ensure it is accurate and on-time
  • Develop, design & implement new workflows as needed based on changes in daily work as a result of fund events & projects
  • Provide manager with status updates covering all current and future projects

Staff Leadership & Development

  • Supervise analyst & senior analyst staff located in two sites with varying levels of experience
  • Conduct staff performance evaluations
  • Communicate corporate & business unit goals to staff and ensure staff IPPs are updated accordingly

Joining us means:

  • Informal atmosphere and possibility to implement your own ideas
  • Work in a team which will allow you to spread your wings
  • Personal and professional development

We are looking for candidates who:

  • Have Master’s Degree or equivalent experience (Preferred)
  • Have Bachelor’s Degree or equivalent experience (Required)
  • Have 2+ years of supervisory experience either directly supervising employees or acting as a senior team member & resource leader in a team setting.
  • Are fluent in English
  • Can effectively lead both local and off-site staff and with varying levels of experience
  • Can communicate to all levels of management in various FT departments
  • Possess strong problem-solving skills & ability to resolve complex issues
  • Have business management knowledge to implement processes, products, or services, and technical expertise to apply functional/process knowledge to diverse issues.
  • Possess strong technical and analytical skills
  • Have knowledge of business process improvement best practices and ability to use methods for identifying, evaluating, introducing and implementing more efficient approaches to performing business related activities.
  • Can work on multiple deadline orientated tasks & prioritize the most important in a fast-paced environment
  • Are proficient in MS Office (Excel)
  • Can set direction and guide staff to desired results
  • Can influence within TACC MM/CR & across FT

We guarantee:

  • Local work with global perspective
  • Attractive location
  • Benefit package: Medical Insurance, Life Insurance, Assistance Package, Employee Assistant Program, Multisport Card, Staff Investment Program
  • Gym in the office
  • Work based on work-life balance concept
  • Work based on mutual trust and constant feedback
  • Possibility of being involved in local initiatives and social action projects


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