Team Lead, Transfer Agency

3 days ago


Limerick, Limerick, Ireland Northern Trust Full time
Overview

Team Lead, Transfer Agency at Northern Trust.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution with a long history of operation since 1889. This role involves leading the Transfer Agency team, overseeing processing, document management, and ensuring regulatory and client standards.

Responsibilities
  • Oversight of the processing and quality checking of a wide range of dealing transactions through internal systems, to regulatory and client standards.
  • Day-to-day oversight of the document management process, ensuring investor instructions are scanned into the workflow system accurately and timely.
  • Investigate and resolve enquiries and exceptions, communicating with internal departments, other banks and brokerage firms as needed.
  • Prepare financial reports ensuring conformity to professional and regulatory requirements.
  • Responsible for workflow distribution and the effective use of resources within the team.
  • Provide on-the-job technical training and coaching for all team members; brief staff regularly on issues relating to work and new initiatives.
  • Organize the work of the team, assign tasks, set short-term priorities, monitor activities, and ensure timely and accurate completion of tasks.
  • Ensure all procedures are kept up to date and adhered to on a daily basis.
  • Assist the Team Manager in establishing goals and objectives for the team.
  • Generate process and system enhancement ideas and coordinate the introduction of changes with supporting documented procedures.
  • Conduct performance management and career development processes, including staffing and disciplinary actions as required.
Knowledge and Experience
  • Excellent oral and written communication skills; ability to interact confidently with internal and external counterparties.
  • Analytical and problem-solving skills; ability to analyze issues and provide solutions.
  • Leadership and organizational skills to prioritize assignments and provide feedback to staff.
  • Ability to set priorities and manage deadlines, escalating issues where necessary.
  • Good team player, self-starter, flexible, with the ability to work under pressure with minimal supervision.
  • A College or University degree and/or relevant work experience is required; supervisory experience is desirable.
Working With Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization committed to stability and supporting communities. Movement within the organization is encouraged, senior leaders are accessible, and the company emphasizes an inclusive workplace with flexible working options.

Company Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Information Technology
Location and Availability

Locations include Limerick, County Limerick, Ireland, and other related sites. Applications and updates are provided as opportunities arise.

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.


#J-18808-Ljbffr

  • Limerick, Limerick, Ireland beBeeReconciliation Full time €54,200 - €62,350

    Job Role: Transfer Agency SpecialistKey Responsibilities:Oversee bank accounts and reconciliation entries to ensure timely completion of tasks.Meet client service standards and regulatory requirements, providing high-quality support and guidance to clients.Collaborate with the Reconciliations Team to resolve any discrepancies or issues that may arise.Stay...


  • Limerick, Limerick, Ireland beBeeTransfer Full time €40,000 - €60,000

    Job Summary:We are seeking a highly skilled and experienced Transfer Agency professional to join our team. As a Tech Coordinator, you will play a key role in processing and quality checking dealing transactions through internal systems, regulatory and client standards.Main Responsibilities:Process and quality check dealing transactions through internal...


  • Limerick, Limerick, Ireland beBeeProductivity Full time €55,000 - €70,000

    Business Analysis Role OverviewWe seek an experienced Business Analyst to deliver strategic and client-driven change within our client's organization in Limerick.Key ResponsibilitiesCoordinate process and systems enhancements aligned with project scope and lifecycle.Partner with teams to analyze requirements, define scope, and produce clear...


  • Limerick, Limerick, Ireland Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Limerick, Limerick, Ireland Pontoon Solutions Full time

    Senior Consultant AML Transfer Agency Contract Length: 11 months (Scope for Extension) Location: Limerick About Us: Our client is a leading organisation in the financial services sector, dedicated to providing exceptional service and maintaining the highest standards of compliance.We are currently seeking a highly skilled Senior Consultant specialising in...


  • Limerick, Limerick, Ireland Northern Trust Corp Full time

    Senior Analyst,Transfer Agency page is loadedSenior Analyst,Transfer AgencyApply locations Limerick, Ireland time type Full time posted on Posted 2 Days Ago job requisition id R143625About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since...


  • Limerick, Limerick, Ireland Northern Trust Corp Full time

    Senior Analyst,Transfer Agency page is loadedSenior Analyst,Transfer AgencyApply locations Limerick, Ireland time type Full time posted on Posted 2 Days Ago job requisition id R143625About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since...


  • Limerick, Limerick, Ireland Northern Trust Corp Full time

    Senior Analyst,Transfer Agency page is loadedSenior Analyst,Transfer AgencyApply locations Limerick, Ireland time type Full time posted on Posted 2 Days Ago job requisition id R143625About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since...


  • Limerick, Limerick, Ireland Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Limerick, Limerick, Ireland Pontoon Solutions Full time

    Senior Consultant AML Transfer Agency Contract Length: 11 months (Scope for Extension) Location: Limerick About Us: Our client is a leading organisation in the financial services sector, dedicated to providing exceptional service and maintaining the highest standards of compliance.We are currently seeking a highly skilled Senior Consultant specialising in...