Job Details
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| Job Title: |
Transfer Agency Team Leader - Dublin |
| Location: |
Dublin |
| Position Type: |
Full Time |
| Ref: |
LD273 |
| Pay range: |
€40,000 - €59,999 |
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| Description: |
Transfer Agency Team Leader - Dublin
Team Description
The Transfer Agency Department is responsible for providing the services and administration as outlined in Client Service Level Agreements, within agreed parameters and applicable regulations and corporate policy. The main functions administered are to effect the dealing instructions on behalf of investors, for the products outsourced by our management companies. To ensure an accurate register and provide all necessary oversight and control services associated with these products.
Additional Information
The departments which come under transfer agency include: Treasury (Reconciliations & Settlements), Distributions Statements and Mailings, Register Servicing, Broker Admin and Transaction Control, Service Delivery, Dealing and Box Management, Management Accounts, Business Recovery, Financial Crime and AML, Middle Office, DC Pensions and the Document Management Centre.
Responsibilities:
•Supervision of the day to day running of a Team
•Ensure that all tasks are completed within the relevant time-scales and to the required standard. The successful candidate will be required to deputise for the Manager and assist with any ad hoc tasks
•Key areas include the Management of the team, controlling the day to day workload and ensuring that all procedures are followed and kept fully up to date
•Encourage a programme of continuous improvement for the team and ensure the principles of TCF are embedded and understood
•Escalate any issues or potential problems to Manager
•Direct reports - Senior Admin and Admin (dependent on breakdown of team)
•Support Manager in day to day management of staff.
•Maintain and regularly review issues and action lists for direct reports, e.g. monthly one-to-one meetings
•Conduct bi-annual reviews and annual PMP appraisals with the Supervisor for direct reports
•Identify, document and track Personal Development plans for the team
•Hold regular team meetings and create an environment of good communication with effective two-way feedback of information and ideas
•Develop and maintain positive working relationships with colleagues, external parties and staff in other departments through effective communication
•Maintain and develop staff morale
•Ensure Training plans are in place (Including the Learning Wheel)
•Keep up to date with corporate and regulatory requirements
•Develop and demonstrate effective team leadership and motivational skills
•Work to attain Securities Institute IAQ Merit Award or equivalent (if not already achieved)
•Maintain up-to-date knowledge of financial services and specific knowledge of legislation and regulations
•Undertake ad-hoc tasks; carry out duties including deputising, projects and delegated responsibilities
•Process Management (day to day)
•Ensure that all day to day functions are completed in an accurate and timely manner with particular emphasis on the items below
•Ensure that all required information is reported to the Management Companies / Trustees / Clients within all service level agreements
•Ensure that all functions are monitored and regulatory requirements are adhered to
•Ensure that sufficient checking controls exist to minimise the risk of financial losses
•Liaise with client companies, investors, trustees, auditors, and other departments on operational and administrative issues
•Ensure that procedures are written and maintained for all the department's activities and that all process maps are kept up to date
•Ensure that all deadlines are adhered to for KPI, service levels and regulations
•Initiate improvements to controls, procedures and systems
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Requirements/ Qualifications
•Work Quality/Attention to Detail
•Problem Solving
•Job Proficiency
•Initiative/Sense of Urgency
•Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
•Excellent numerical skills
•Experience of using Microsoft Office products
•Able to lead a team effectively to achieve a common goal.
•Excellent interpersonal and motivational skills.
•Able to deal appropriately with many tasks simultaneously and prioritise effectively.
•Able to communicate clearly and professionally with internal/external clients at all levels, both orally and in writing.
•Encourage an environment of developing new skills and a pro-active approach to learning and training.
•Similar industry experience
•Flexible so that able to work either alone or as part of a team
•Must be able to use initiative to obtain results and think laterally
•To be able to prioritise work and meet deadlines whilst working under pressure
•Ability to train, encourage and motivate staff
•Knowledge sharing, support and mentoring less experienced members of team.
•Maths and English to GCSE C Grade or above
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| Desirable Experience: |
3-4 Years |
| Required Education: |
Professional |
Job Classification |
| Categories: |
Funds
Accountancy -> Financial Services
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Contact Details |
| Posting Company: |
Quest Recruitment |
| Contact Name: |
Louise Delaney |
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