Team Lead, Transfer Agency Dealing

6 days ago

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 principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role/ Department:

Reporting into a Dealing Manager, the successful candidate will lead a dedicated Dealing Team in the Transfer Agency Department. This role provides a high touch client service to a range of Northern Trust's Transfer Agency clients.

The Department provides fund administration services to numerous Fund Management companies. It covers the full range of shareholder servicing functions including Dealing, Registration, Finance and the Investor Services Centre.

The key responsibilities of the role include:

  • Escalation point within the team for unresolved issues and queries.
  • Oversight of processing quality and timeliness in all Transfer Agency Dealing locations.
  • Participate in weekly oversight calls with the back office location and ensure any challenges are documented and addressed.
  • Monitor dashboards and deliverable management sheets to ensure all reporting is issued within agreed timeframes.
  • Ensure Key Performance Indicators are achieved in order to keep losses to a minimum.
  • Attend operational and inter departmental calls and meetings.
  • Represent the team at client facing meetings.
  • Conduct regular performance management reviews and provide constructive feedback to support and enable career development.
  • Ensure team meetings are being held on a regular basis.
  • Assist the Manager in establishing goals and objectives for the team and individual partners.
  • Coordinate training and coaching for all team members.
  • Ensure cross training is active within the team.
  • Ensure all team members complete all mandatory training in advance of deadlines.
  • Participate in the recruitment process for new team members and ensure the onboarding process for new partners is supportive/detailed/robust/documented.
  • Comply with Regulations and internal Northern Trust policies.

Skills/ Qualifications:

The successful candidate will benefit from having:

  • Previous Fund Administration experience
  • People management / supervisory experience
  • Previous client facing experience
  • Proven planning and organisation skills
  • In depth analytical and problem solving skills.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the "Apply" button below.

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