Transfer Agent Assistant Manager

  • Negotiable
  • Full Time
  • Dublin
  • Posted 4 weeks ago

Title: Transfer Agent Assistant Manager

Excellent Benefits and Work-Life balance on offer for the successful candidate

Responsibilities of the role:

  • Delivery of a cohesive service to our clients and their investors
  • Responsible for shareholder servicing across multiple clients
  • Day to day supervision of activities within the Department, ensuring that all tasks are processed in accordance with agreed procedures and controls and in accordance with relevant fund parameters
  • Review team’s output to sign-off stage
  • Provide input into planning and controlling the Investor Services Team’s workload and workflow
  • Ensure team are achieving required internal and external deadlines
  • Train and develop staff
  • Suggest and implement improvements to the Investor Services processes and procedures in consultation with the Manager
  • Participate in ad hoc projects from time to time as necessary
  • Ensure that the team are customer focused and that a high standard of service is provided
  • Ensure ongoing cross training and development of the staff in the team
  • Continuous reinforcement of quality service focus amongst the Client Services team, whilst ensuring that service delivery is controlled, scalable and efficient
  • Provide feedback to staff on performance via one-to-one meetings and performance review process

Experience Required:

  • Appropriate experience working in a Financial Services operation
  • Ideally educated to degree level
  • Strong product knowledge of alternative and traditional Funds
  • 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
  • Ability to ensure deadlines controls and procedures are adhered to
  • Ability to analyse issues, and organise and proactively contribute to the team

For more information contact Patrick on 01 474 4511


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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager