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Transfer Agency Consultant Dealing

Transfer Agency Consultant Dealing

Pontoon SolutionsDublin, Leinster, Republic of Ireland
22 days ago
Job description

Transfer Agency Consultant Dealing Dublin 6 Months Working as part of a dedicated Dealing Team in the Transfer Agency Department, providing high touch client service to a range of Transfer Agency clients. The department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance, and the Investor Services Centre. The key responsibilities of the role include : Support the Manager and Team Leader in day-to-day activities. Oversight of trade processing Escalation point for TA queries from both internal and external stakeholders Oversight and ownership of stakeholder reporting. Workflow queue management and analysis. Responsible for assigned clients, taking ownership of TA Dealing team activity for these clients. Responsible for system testing where applicable. 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. Skills / Qualifications : The successful candidate will benefit from having : Previous Transfer Agency experience Knowledge of Fund Administration and the regulatory environment is desirable. Previous client facing experience. Ability to handle multiple priorities in a fast-paced environment. A flexible approach to work Accuracy and attention to detail Strong PC Skills Microsoft Word & Excel Ability to learn systems used within the Business. Strong communication skills. Ability to work on own initiative. Ability to review and resolve complex queries. A good understanding of effective risk management. Skills : Transfer Agency dealing trade clients

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Transfer Agency • Dublin, Leinster, Republic of Ireland