Transfer Agency Assistant Manager - Projects

My client is one of the world’s leading financial services institutions. They are looking for a Transfer Agency Assistant Manager – Projects to join their team based in the Dublin office. My client centers their values on what drives the company forward. Their strengths are based off four key areas of Stability, Expertise, Responsibility, and Good Place to Work. Role: Ensuring a consistent excellent level of client service, new business implementation, and new fund setup, and to identify & contribute to continuous improvement initiatives. A focus on risk control, change management, and adherence to local and group requirements and regulations is required. Responsibilities:

• Manage high profile client relationships from an Investor Services perspective by engaging with the Clients and developing relationships with them.
• Work closely with the Business implementation team to ensure the successful onboarding and launch of new funds and products within our remit in Transfer agency.
• Attend new business project calls and take ownership of TA responsibilities.
• Attend new business meetings for existing clients seeking to set up new funds. Review documentation and application forms for completeness to ensure that service identified can be delivered.
• Accurately review and analyze requirements, client prospectus, and supplements in the setup of new Funds and Share classes.
• Management and oversight of Business Implementation to ensure work is of the highest quality standards.
• Participate in project calls and distribute clear dashboards on key milestones achieved/challenges.
• Ensure project work assigned is completed timely and accurately.
• Sponsor a program of continuous improvement to mitigate risks, eliminate inefficiencies, and/or improve client experiences and in order to support the build out of capacity and scale within the team.
• Implement the Ireland internationalization of the TA operations with specific focus on building our IOC (Offshore location) to help support our future growth ensuring targets and budgets are achieved.
• Consider/develop options to enhance/re-engineer/streamline process flows.
• Support and drive new product enhancements, develop best practices, and support the build out of capacity and scale within the organization.
• Ensure understanding of regulatory changes and coordinate implementation (as applicable) to your unit and the wider team.

• 4-6 years experience in Fund Administration with at least 2 years in a management capacity.
• Third level qualification (financial services related is preferable).
• Fund Setup and Business implementation experience.
• Project Management skills are nice to have.
• Experience of a variety of fund types – e.g. Mutual, Offshore, Irish domiciled, Limited Partnership, Private Equity.
• In-depth knowledge of Transfer Agency life-cycle, including AML.
• Hard working Team Player who likes to work within and contribute to an organizational team structure.
• Attention to detail.
• Adaptability: ability to adapt to and work within a dynamic changing environment.
• Strong Numerical, Written & Verbal Communication Skills.
• Strong Leadership skills.
• Keen awareness of Client Service standards.
• Change Management.
• Relationship Management skills are nice to have.