Senior Transfer Agency Specialist / Technical Coordinator

Position Summary

We are seeking a skilled Transfer Agency Specialist to join a global financial services firm based in Dublin, operating onsite and focused on Transfer Agency Dealing operations. This role blends hands-on involvement with responsibility for client relationships, operational management, complex query resolution, and technical guidance for junior team members.

Key Responsibilities

• Assume full responsibility for handling Transfer Agency Dealing activities for designated clients.
• Oversee offshore processing teams to ensure promptness and quality of deliverables.
• Serve as an escalation point for complex issues and assist junior staff in problem-solving.
• Provide support and act as deputy for the Team Leader as necessary.
• Generate and supervise client reporting, including forecasts, cash flow, and register documentation.
• Manage workflow queues effectively to meet deadlines and maintain service standards.
• Address client and investor inquiries accurately within agreed timelines.
• Examine and resolve sophisticated operational questions or problems.
• Maintain and update operational procedures, checklists, and controls.
• Ensure completion of data protection verifications and adherence to Transfer Agency communication policies.
• Collaborate closely with related functions such as Registration, Finance, Investor Services, and New Business.
• Identify areas for operational process improvements and participate in implementation of changes.
• Act as a subject matter expert and mentor junior colleagues in technical and operational matters.
• Support internal projects and contribute to organization-wide initiatives.
• Comply with applicable regulatory requirements, internal policies, and risk management standards.

Required Skills and Experience

• Prior experience in Transfer Agency operations within financial services.
• In-depth knowledge of Transfer Agency dealing processes and operations.
• Strong aptitude for analyzing, investigating, and resolving complex issues.
• Excellent numerical and analytical capabilities coupled with meticulous attention to detail.
• Proficiency in Microsoft Excel and Word.
• Effective written and verbal communication skills.
• Ability to prioritize multiple tasks in a dynamic and fast-paced environment.
• Strong organizational and planning abilities.
• Capability to work autonomously and take ownership of responsibilities.

Preferred Qualifications

• Experience in TA Dealing or Fund Administration roles.
• Client-facing work background.
• Previous experience managing or overseeing offshore or outsourced teams.
• Familiarity with regulatory compliance and risk frameworks related to Transfer Agency.
• Experience serving as a subject matter expert or mentor within a team setting.
• Academic qualifications at college or university level.

Why Join?

This opportunity is ideal for a Transfer Agency professional aiming to advance into a role with expanded client responsibility, technical involvement, and operational leadership. The successful candidate will work within an established financial services environment, gaining cross-functional experience as a key technical resource within the dealing team.