Operations Support Supervisor Transfer Agency

  • Negotiable
  • Full Time
  • Anywhere
  • Posted 2 weeks ago

Operations Support Supervisor Transfer Agency

Summary of the role

  • To support in the delivery of Investor Services to clients within agreed quality, timing and output targets.
  • Oversight of the Operations Support team ensuring that Fund Class set ups are completed and dividends, trails & fees are processed accurately in a timely manner

Responsibilities :

  • Key role for the delivery of a cohesive service to our clients and their investors.
  • Responsible for supporting shareholder servicing across multiple clients.
  • Day to day supervision of activities on the TA Ops Support team, ensuring that all tasks and queries are closed out in accordance with agreed procedures and controls and in accordance with relevant fund parameters.
  • Review team’s output to sign-off stage.
  • Planning, organisation and prioritization of the workload assigned to the TA Ops Support Team.
  • Ensure team are meeting required internal and external deadlines.
  • Train and develop administrators and senior administrators.
  • Suggest and implement improvements to the Investor Services processes and procedures in consultation with the Assistant Manager/Manager.
  • Participate in ad hoc projects as necessary.
  • Ensure that the team are customer focused and that a high standard of service is provided.

Experience Required :

  • 3 – 4 years’ experience working in a Financial Services operation, preferably Transfer Agency
  • Ideally educated to degree level.
  • Strong TA product knowledge of alternative and traditional Funds
  • TA system knowledge on NTAS or GTAP (Flexcube) required.
  • Demonstration of strong industry knowledge is essential.
  • Numeric and analytical with good attention to detail.
  • Strong and proven inter-personal, communication and supervisory skills.
  • Service oriented and customer focused.

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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager
  • barbara@edenrecruitment.ie