Technical Co-Ordinator, Transfer Agency (Registration)

Technical Co-ordinator, Transfer Agency (Registration)

Limerick

6 months

Role/Department:

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and investor services. Transfer Agency is a growing department based over 4 locations Limerick, Dublin, India and Pune. It's a fast paced environment offering all partners excellent opportunities to grow their careers.

The Registration Team is responsible for creating new investment records and maintaining existing Client, Investor and Agent records according to regulatory, compliance and operational requirements. The partner will report directly to the Registration Team Leader, they will be responsible for an assigned suite of clients where the below responsibilities are carried out within strict regulations and guidelines. The partner will also be required to support more junior member of the team and be comfortable checking and validating others work. The partner will need to be able to identify optimisation opportunities as well as follow through with implementing these.

The key responsibilities of the role include:

Day to day processing work, quality checks and assurance

Overseeing the processing quality and timeliness in Bangalore, seeking appropriate information from local management there where required

Escalation point for unresolved issues to the India TA team

Daily client reporting in relation to outstanding registration requirements

Workflow queue management and analysis

Achievement of monthly KPIs

Procedure maintenance following the change control process

Compliance with regulations and attainment of client specific processing requirements

To work with the team, internal departments and group projects area on any allocated projects.

Ensure that appropriate segregation of duties controls are in place at all times

Skills/Qualifications:

The successful candidate will benefit from having:

Previous experience in the Financial Services industry

Understanding of Anti-Money Laundering regulations and the current regulatory environment

Proactive in terms of identifying opportunities to make improvements and implement same.

Ability to work on own initiative

Customer Service experience

Strong Attention to detail and time management skills