Job Details
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| Job Title: |
Transfer Agency Supervisor - New - Perm |
| Location: |
Dublin |
| Position Type: |
Full Time |
| Ref: |
LD448 |
| Pay range: |
€40,000 - €59,999 |
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| Description: |
Transfer Agency Supervisor
Introduction
This role involves the supervision of all operational activities carried out by the Administrators on your team, ensuring that there is continued delivery of high quality Client Servicing. The role also involves coaching the administrators on the team and ensuring there is adequate staffing at all times.
Responsibilities
Maintain delivery of a high quality service level to client and other departments within the company ensuring any queries are dealt with in a professional manner by your team and escalating where appropriate. Ensure a professional relationship is maintained with clients and shareholders at all times by yourself and the administrators on your team
Ensure reporting is distributed from the Team within the required deadlines accurate review and supervision of Administrators to ensure the timely processing of all activities within your team. Review and sign all checklists to ensure that all tasks have been completed
Identify new tasks or amendments to existing tasks on checklist and forward to Assistant Manager for review and approval
Ensure weekly/monthly Transfer Agency Management Information System
Spreadsheets are updated in an accurate and timely manner for review by the Assistant Manager
Ensure projects allocated by line Manager are completed in an organised manner within deadlines set
Provide cover when necessary for other Supervisors as required
Complete reporting for the Client Servicing Team accurately and timely for review by your Assistant Manager/Manager
Ensure the accurate review of all emails sent to external parties
Ensure all system workflow quality control checks are carried out on a daily basis for second review by the Assistant Manager
Adhere to company standard procedures and controls in accordance with the relevant Transfer Agency Departmental Procedures Manual
Be familiar with corporate policies and procedures in particular the HR Manual and the Clear Desk policy and ensure compliance with all Web Based regulatory training is carried out within agreed timeframe
Ensure the completion of all Incident Reports by yourself and the Administrators for sign-off by your AM |
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| Experience: |
Skills/Knowledge
Essential skills:
Proactive, focused attitude towards work and an ability to consistently meet deadlines, whilst ensuring a high focus on accuracy
Organisational, inter-personal and communication skills
Ability to lead a team and develop/mentor staff
Be able to demonstrate initiative and enthusiasm with an ability to set and achieve challenging goals
Essential knowledge:
At least 2 years experience in the Fund Administration Industry
Knowledge of Transfer Agency processes, activities & systems (ideally RUFUS & MShare).
Knowledge of the workings of different product types, e.g. Money Markets, Variable NAV, ETFs. |
| Desirable Experience: |
2-3 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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