Transfer Agent Supervisor

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

Due to continued growth, my client wishes to recruit a high performing Transfer Agent Supervisors.

Transfer Agent Supervisor

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 setups are completed and dividends, trails & fees are processed accurately in a timely manner

Principal Accountabilities: Key activities and decision-making areas
Typical KPIs and Targets
Impact on the Business  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. 

 Timely set up of new fund/classes on the core TA platforms including the review of fund documentation.   Timely processing of dividends, trailer fees, TA billing fees.

 Timely completion of testing for new system functionality and/or bug-fixes.

 Ongoing process improvement.

 Assist Service Delivery teams with providing systematic solutions to client needs/requests.

Knowledge & Experience / Qualifications (Minimum requirements of the role.)

 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 interpersonal, 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.

 Knowledge of performance fees and equalization beneficial

This is an excellent opportunity for an experienced candidate looking for career development.

To apply in confidence please send a CV in word format to or call directly on 01 4744512

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Tom Guilfoyle

  • Banking and Finance Divisional Manager