Transfer Agency (TA) Manager

Our client is seeking an experienced Transfer Agency (TA) Supervisor / Manager to join their dynamic team in Dublin. This role offers an exciting opportunity to work within a UCITS Management Company and Fund Administrator, focusing on end-to-end operational processes, client service, and compliance. As a TA Manager, you will play a pivotal role in ensuring exceptional service standards, driving operational improvements, and supervising a team to achieve excellence in investor services. This position is perfect for individuals with a strong background in transfer agency operations and a keen interest in delivering high-quality financial services.

The Job

• Review and authorize new account openings, investor transactions, and payments, ensuring accuracy and compliance within required timeframes.
• Supervise the dispatch of investor correspondence, maintaining exceptional service standards and minimizing errors.
• Manage and resolve client, fund manager, and valuations department queries promptly, adhering to established Service Level Agreements (SLAs).
• Oversee daily reconciliation of umbrella cash accounts, addressing exceptions and ensuring compliance with FATCA/CRS reporting requirements.
• Supervise and guide team members, conducting regular one-on-one meetings and performance reviews to support their professional growth.

The Candidate

• Proven 2-3 years of experience in a supervisory or managerial role within Transfer Agency, with a strong track record of people leadership.
• Comprehensive understanding of Investor Services processes and AML (Anti-Money Laundering) procedures.
• Experience in system migrations and driving operational improvements through technical innovation.
• Exceptional written and verbal communication skills, with the ability to engage effectively with clients, investors, and senior management.
• A relevant university degree, demonstrating a solid foundation in financial services or related fields.