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Regulatory Control Representative II

Company: SS&C
Location: Kansas City
Posted on: November 26, 2022

Job Description:

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:
Company Overview

SS&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 US Company based on revenue. SS&C 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.

Role Overview

The Regulatory Control Representative II works as part of a team responsible for various tax administration functions for our clients. They ensure tasks are completed timely and accurately within established quality, productivity and budgetary guidelines.


Execute shareowner tax form jobs based on client provided criteria
Provide information reporting to IRS including transmission of files to IRS for clients
Process client provided reallocations
Execute corrected tax form jobs and IRS files
Complete withholding reporting jobs
Execute state required reporting per client provided criteria
Complete quarterly bank match process for participating clients
Run jobs to correct year end registration formatting/manually adjust registrations that fall out of automated process
Reconcile withholding taken and move applicable funding
Research B Notices received from the IRS
Other tax administration responsibilities as applicable

Preferred Qualifications

Bachelor's Degree or equivalent combination of formal education and work experience
3 - 5 years transfer agency or related industry experience
Knowledge of transfer agency operations policies, procedures and legals
Working knowledge of financial services industry
Ability to listen and communicate clearly and effectively, both verbally and in writing
Decision making and prioritization skills



Kansas City Missouri

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.%658313%

Keywords: SS&C, Kansas City , Regulatory Control Representative II, Other , Kansas City, Kansas

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