Onboarding Officer

3 weeks ago


Dublin, Dublin City, Ireland CPL Full time
Your tasks and responsibilities:

- Responsible for managing planned onboardings / fund maintenance events and proactive communication with Onboarding Manager
- Responsible for steering and overseeing client onboarding projects for securities fund launches, transfers or fund maintenance events
- Proactive collaboration, single point of contact and escalation contact for clients, external partners and UI departments during a client onboarding
- Ensuring regular, transparent reporting and documentation on the status and progress of the supervised onboarding projects internally and externally
- Management of internal and external stakeholders to ensure a smooth, fast onboarding process and full attention to customer needs
- Coordinating and ensuring the legal and operational setup required for the respective client mandate in onboarding
- Coordinate the relevant set up of Depositary and Clearer Accounts
- Arrange the setup of any Collateral Management with relevant UID & UIP teams
- Close exchange with SRM and the SEC FI teams on critical points in day-to-day business
- Proactive communication and ensuring a detailed handover of onboardings to the relevant SRM units

Your skills and experience:

- University degree or an equivalent
- At least 3-5 years of experience in fund industry including onboarding activities
- Strong understanding of funds business and regulatory requirements
- A team player, motivated, reliable, resilient and service-oriented
- Excellent communication skills & personable (client facing role)
- Competent using MS Office
- Strong project management, organisation & time management skills

What we offer:

- A performance-related salary
- Pension plan
- Health insurance
- Life insurance
- Additional annual leave
- Travel allowance or tax saver ticket
- Flexible working hours
- Hybrid working model
- Modern workplace in a conveniently situated location

#LI-BM1
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