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Transfer Agency Operations Specialist

3 weeks ago

Dublin, Dublin City, Ireland beBee Careers Full time
Job Description

Your new role involves overseeing operational services and activities outsourced to Transfer Agencies (TAs) for the UK and Irish fund ranges.

You will be responsible for managing day-to-day oversight responsibilities and leading the change management and implementation process.

This includes handling dealing, cash flow reporting, settlements, registration, reconciliations, complaints handling, and change management.

You will operate in a fast-paced environment, manage multiple priorities, and deliver outcomes with excellence to contribute to team objectives.

Responsibilities
  1. Oversight of operational services and activities outsourced to Transfer Agencies (TAs)
  2. Day-to-day management of oversight responsibilities
  3. Leading change management and implementation process
  4. Handling dealing, cash flow reporting, settlements, registration, reconciliations, complaints handling, and change management
Requirements
  • An undergraduate degree or equivalent combination of training and experience
  • A minimum of five years of general experience in financial services or asset management, with 2-3 years spent in transfer agency change/projects or a similar operational role
  • Experience overseeing a Transfer Agency or working at a Transfer Agency
  • Proven experience managing and delivering TA-related change
  • Familiarity with Irish funds and CBI regulations is highly preferential