Transfer Agent

Transfer Agent

Permanent

Dublin

Hybrid

Position Overview:

As part of its business expansion strategy, CSC GFM is seeking an Transfer Agent to support the investor activities for our Private Equity and Hedge clients. The candidate will maintain the fund administration system used to manage all investor records, handle investor queries, process investor capital activity, support investor AML/KYC validations, interface with clients as well as manage multiple client deliverables ensuring superior client service and delivery. 

Responsibilities include: 

Be the primary point of contact and interact with clients and their investors on all Transfer Agency matters  Keep track of multiple deliverables, deadlines, and follow-ups  Preparation and review of investor correspondence (Word mail merge & System Generated Output)  Process and review investor activity such as subscriptions, capital calls, distributions, redemptions, etc.  Complete AML/KYC verification services, including support document validation and screenings  Monitor client email accounts and respond to investor inquiries  Manage multiple portals and databases  Identify core weaknesses in any aspect of service delivery. Plan and deliver solutions in coordination with the operational groups.  Assist with updating internal policies and procedures, as needed Handle ad-hoc client requests/needs as they arise  Maintain governance and responsibility for all operational processes.  Provide effective feedback  Support open projects and provide updates  Oversee junior team members, prioritize their assignments, and review their work  Support training of new staff  Support system enhancements and testing efforts

Required Experience: 

Business degree or equivalent experience  Excellent verbal and written communication skills  Attention to detail with a strong sense of ownership and responsibility  Advanced Excel and Word proficiency  AML/KYC background preferred  Strong organizational skill and ability to multi-task Adaptable to new and changing technologies Excellent analytical and problem-solving skills  Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds

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