Transfer Agency Team Leader recruitment

With an excellent culture one built on honesty and trust and a reputation second to none across the global and domestic market, our client, a leading Global Financial Services firm is currently seeking to retain the service of a technically strong and highly motivated Transfer Agency Team Leader to assist in the further development of their continually developing operations team. This role is an initial 17 Month contract with further opportunity to develop.  

Some of the major responsibilities will include:

• Managing the workflow of the team

• Ensuring all deals received are processed in a timely and accurate manner

• Validation of payments / receipts in relation to fund dealing- all in a timely and accurate manner

• Aspiring to 100% accuracy in transaction processing and client reporting

• Ensuring that anti-money laundering procedures are strictly adhered to

• Ensuring the completion of MIS reporting

• Being proactive in identifying process weaknesses and implementing necessary control

• Ensuring that all investor correspondence is accurate and sent out in a timely manner

• Ensure all fees (trail, agent commission etc) are paid within the agreed time frames

• Investigation and clearance of all outstanding reconciliation items

• Promoting commitment to the provision of an innovative and high quality service to clients

• Contributing to semi-annual informal and annual formal appraisals

• Deputising for the Team Manager as required

• Dealing with internal and external auditor queries

• Assisting with the client take-on and ensuring a smooth operational roll out

The successful candidate will have gained at least 4 years TA/Investor Services experience and will have at least 2 years at a Supervisory level and will be keen to take on further responsibility with this position. There is considerable career opportunity within this firm and one a company that is highly sought after in terms of employer of choice.

This position will suit a technically strong individual with excellent communication skills and with a keen interest in career development.

For further information please contact Matthew Fitzpatrick at Marks Sattin on 016698514