Transfer Agency Senior Analyst - Dublin
Job type: Contract (12 Months+)
Work arrangements: Hybrid (3 days per week on site)
Hourly Rate: €22 - €25
About the Company:
Our client is a globally recognized, award-winning financial institution with centuries of experience. They pride themselves on delivering innovative financial services and guidance to some of the world's most successful individuals, families, and institutions.
Role/Department:
The Transfer Agency department provides third-party fund administration services to various fund management companies, covering a full range of shareholder servicing functions including dealing, registration, finance, and investor services. This is a growing department with locations in worldwide. The environment is fast-paced, offering excellent opportunities for career growth.
The Senior Analyst will report to the Team Leader and work as part of a dedicated team, providing high-touch client service to a range of the client's Transfer Agency clients.
Key Responsibilities:
Oversee day-to-day processing quality and timeliness in the India office.
Act as an escalation point for unresolved issues within the India TA Dealing team and for junior team members in the Ireland TA Dealing team.
Manage day-to-day client reporting, including prediction reports, cash reports, register reports, etc.
Analyse and manage workflow queues.
Take ownership of TA Dealing team activities for assigned clients.
Ensure all deliverables are sent within agreed timeframes.
Maintain up-to-date procedures and checklists.
Complete data protection checks and ensure all external communication aligns with TA policies.
Maintain a close working relationship with other TA functional areas such as New Business, Investor Services Centre, Registration, Finance, and other internal areas.
Collaborate with the team, internal departments, and group projects on any allocated projects.
Respond to client and investor queries in a timely manner.
Comply with regulations and internal policies.
Skills/Qualifications: The successful candidate will benefit from having:
Experience in Transfer Agency or Financial Services (desirable).
Previous client-facing experience (favourable).
A flexible approach to work.
Ability to manage multiple priorities in a fast-paced environment.
Strong attention to detail and accuracy.
Excellent oral and written communication skills.
Effective verbal reasoning and numeric skills.
Strong planning and organizational skills.
Strong analytical and problem-solving skills.
Ability to review and resolve complex queries.
Knowledge of Fund Administration and the regulatory environment (desirable).
A good understanding of effective risk management.
Working with Us:
Joining our client means becoming part of a flexible and collaborative work culture within an organization known for its financial strength and stability. The company encourages internal mobility, with senior leaders being accessible and supportive of career development. Employees can take pride in working for a company committed to assisting the communities it serves. Join a workplace with a greater purpose and build your career with us!
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