Transfer Agent

Job description

Job: Transfer Agent

Pay Rate: €25P/H

Location: Dublin

Contract: 12 Months

Job Requirements

  • Transfer Agency experience is required;
  • Financial Services experience is required;
  • Previous client facing experience is favourable;
  • College/ University qualification is highly desirable.

Job Responsibilities

  • Support the Team Leader in the day to day activities and deputise in their absence;
  • Day to day oversight of processing quality and timeliness in India;
  • Escalation point for unresolved issues for the India TA Dealing team and junior team members within Ireland TA Dealing;
  • Day to day client reporting - Prediction reports, cash reports, register reports etc.;
  • Workflow queue management and analysis;
  • Responsible for assigned clients, taking ownership of TA Dealing team activity for these clients;
  • Ensure all deliverables are sent as per agreed timeframes;
  • Maintaining up to date procedures and checklists;
  • Completion of data protection checks and ensuring all external communication is issued in line with TA policy;
  • Maintain a close working relationship with other TA functional areas, such as New Business, Investor Services Centre, Registration, Finance and other internal areas;
  • Provide input to process changes which result in greater operational efficiency;
  • Able to serve a key subject matter expert and mentor to more junior partners;
  • Technically sound in the area of expertise and has a broader knowledge of other areas within the business;
  • To work with the team, internal departments and group projects area on any allocated projects;
  • Respond to client and investor queries in a timely manner;
  • Comply with Regulations and internal company policies.

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