Transfer Agency Investor Services Officer
4 days ago
Who we are looking for The role holder will be responsible for the oversight of the Transfer Agency client service team (A1's, A2's & Senior Associates), management of the client relationships and acting as a point of escalation for the team on any technical issues. They will ensure that policies and procedures are followed and that best practices areapplied. They will continuously look for enhancements to create greater efficiencies and productivity within the team This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Why this role is important to us State Street is a global leader in alternative investments fund administration. Our vision is to further advance our position as a premier, full-service global provider to the alternative investments marketplace though innovative product solutions, broad industry expertise and excellent service levels. To continue to achieve this vision, we require new and motivated talent. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As AIS Transfer Agency Manager, Officer you will Responsible for the final sign off on internal (e.g. NAV), client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures Including taking full ownership on daily, cash and trade reconciliations. Oversight of the Transfer Agency team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff. Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction. Act as a point of contact for client escalation. Develop and implement key improvements on process, procedures and new policy changes into the department. Work with internal development on system enhancements to improve efficiency and productivity within the team. What we value These skills will help you succeed in this role Promote a risk awareness culture within the team to drive the zero error policy. Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps. Responsible for the effective management of the team and all associated HR Policies, performance and career developments. Participate in department wide training efforts - draft and deliver training course and facilitate 'on the job' training Education & Preferred Qualifications Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience. 4 -6 years Fund Administration experience (preferable Hedge Transfer Agency) with at least 2 years people management experience. Proficient in Microsoft Office applications in particular Excel. Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure. Experience in Client Relationship Management is essential for this role. Good working knowledge of AML and regulations impacting the industry. #IJ To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Continue to Application or Login/Register to apply button below.
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Transfer Agency
2 weeks ago
Dublin, Dublin City, Ireland Pontoon Solutions Full timeTransfer Agency /Investor services Administrator Dublin 12months Key Responsibilities: As a Transfer Agency Administrator, you will play a critical role in ensuring the smooth operation of our transfer agency services. Your tasks will include: Processing transactions with accuracy and efficiency. Maintaining and updating client records to ensure compliance....
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Transfer Agency Compliance Specialist
7 days ago
Dublin, Dublin City, Ireland beBeeAnalytical Full time €80,000 - €100,000Role Summary:We are seeking an experienced Anti-Money Laundering (AML) professional to join our team as a Transfer Agency AML Analyst.This role is responsible for providing high-quality client service by ensuring the integrity of investor onboarding, screening, and transaction monitoring processes.The ideal candidate will have expertise in AML, preferably in...
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Transfer Agency Specialist
2 weeks ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €45,000 - €60,000Key Role in Transfer Agency ServicesThis position plays a vital part in the efficient operation of transfer agency services. Responsibilities include:Processing transactions with precision and speed.Maintaining and updating client records to ensure compliance.Assisting with account reconciliation and resolving discrepancies.Collaborating with team members...
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Transfer Agency AML Analyst
7 days ago
Dublin, Dublin City, Ireland Citi Full timeJoin to apply for the Transfer Agency AML Analyst role at CitiOverviewThis role provides an excellent opportunity to join a team of AML subject matter experts to provide the highest standard of client service to clients based in multiple jurisdictions. Daily tasks include investor risk assessment and onboarding, screening, transaction monitoring and related...
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Transfer Agency Senior Associate
1 week ago
Dublin, Dublin City, Ireland State Street International (Ireland) Ltd Full timeThe role holder will be responsible for the daily supervision of the Transfer Agency A1's and A2's providing an efficient and responsive service to all clients/investors, whilst ensuring full compliance with internal controls and procedures. They will act as a point of escalation for A1's and A2's on technical and client queries. Job Description Principal...
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Transfer Agency AML Analyst
7 days ago
Dublin, Dublin City, Ireland Citi Full timeOverviewJoin to apply for the Transfer Agency AML Analyst (Hybrid) role at Citi.Shape your career with Citi in Dublin. By joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Citi has had a presence in...
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Transfer Agency AML Analyst
4 days ago
Dublin, Dublin City, Ireland Citigroup Inc. Full timeOverviewAre you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills to Citi.Shape your career with Citi in Dublin. By joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable...
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Associate, Investor Delivery
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Dublin, Dublin City, Ireland MUFG Investor Services Full timeAssociate, Investor Delivery (Fund Administration)Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include:Complete day to day investor transactions such as investor registration, dealing, reporting and cash, following a strict regulatory policy.Meet agreed Service level agreements and escalate any client or...
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Transfer Agency Aml Analyst
7 days ago
Dublin, Dublin City, Ireland Citigroup Inc. Full timeOverviewAre you looking for a career move that will put you at the heart of a global financial institution?Then bring your skills to Citi.Shape your career with Citi in Dublin.By joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable...
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Transfer Agency AML Analyst
1 week ago
Dublin, Dublin City, Ireland Citigroup Inc. Full timeOverviewAre you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills to Citi.Shape your career with Citi in Dublin. By joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable...
