Senior Recruitment Consultant
ESG & Sustainability
Aircraft Leasing
TA Manager - Global Manco
Job ref: 50753
LocationDublin City Centre
SectorFunds & Investment Management
Job typePermanent
Salary€60,000 - €120,000
I am working with my client, a UCITS and AIFM company to appoint a TA Manger.
The Candidate
The Role
This role offers attractive hybrid working terms and a very good benefits package.
Please do not hesitate to contact me for further details
The Candidate
- Demonstrated 2-3 years’ experience in a supervisory or managerial role within Transfer Agency, with proven people leadership capabilities in an operational environment.
- Comprehensive understanding of Investor Services processes and associated functions, with a solid grasp of AML (Anti-Money Laundering) procedures.
- Background in system migrations and a track record of driving operational improvements through technical innovation.
- Exceptional written and verbal communication skills, with experience engaging effectively with clients, investors, and senior management.
The Role
- Participate in a broad range of operational activities, including the review and authorization of new account openings, investor transactions, and payments.
- Ensure all dealing processes are executed accurately and within required timeframes, with timely communication of information from the Transfer Agency (TA) team to both internal and external stakeholders.
- Monitor the dispatch of investor correspondence by TA team to ensure accuracy and timeliness.
- Maintain exceptional service standards for clients and internal departments, emphasizing error minimization and quality delivery.
- Comply with company standards and controls as outlined in TA procedures and support the development and ongoing review of internal processes.
- Fulfil established Service Level Agreements (SLAs) by managing and resolving queries from clients, fund managers, and the valuations department promptly.
- Prepare and deliver all reports required by clients, fund managers and other relevant stakeholders in line with agreed SLAs.
- Review and complete all relevant checklists to confirm the completion of assigned tasks, and update checklists as workflows evolve.
- Manage projects assigned by the line manager, ensuring timely and accurate completion.
- Adhere to all departmental and regulatory procedures in the execution of tasks.
- Oversee daily reconciliation of umbrella cash accounts and promptly address any exceptions identified during reconciliations.
- Verify completeness of investor information for FATCA/CRS compliance and ensure timely reporting to meet revenue authority requirements.
- Supervise and guide direct reports, conducting regular one-on-one meetings and annual performance reviews to support their professional development.
- Contribute to projects involving system and data clean-up, as well as technical enhancements across various operational areas.
This role offers attractive hybrid working terms and a very good benefits package.
Please do not hesitate to contact me for further details
