My client, a leading Financial Services Provider, is currently seeking an experienced Transfer Agent Administrator to join their team in a supervisory role.
The Role
This role involves the supervision of all operational activities carried out by the Administrators on your team, ensuring that there is continued delivery of high quality Client Servicing. The role also involves coaching the administrators on the team and ensuring there is adequate staffing at all times.
Responsibilities
-Accurate review and Supervision of Administrators to ensure the timely processing of all activities within your team.
-Ensure reporting is distributed from the Team within the required deadlines.
-Maintain delivery of a high quality service level to clients and other departments, ensuring that all queries are dealt with in a timely manner.
-Ensure weekly/monthly Transfer Agency Management Information System (MIS) spreadsheets are updated in an accurate and timely manner for review by the Assistant Manager.
-Ensure all deals are processed accurately by you and your team and that you actively coach/develop your team to improve accuracy.
-Provide professional, accurate and timely reporting to the Client Services Team for review by your Assistant Manager/Manager.
The Person
-Will have at least 2 years experience in the fund administration business.
-Will be proactive, have a focused attitude towards work and an ability to consistently meet deadlines, whilst ensuring a high focus on accuracy.
-Will have the ability to lead a team and develop/mentor staff.
-Will be able to demonstrate initiative and enthusiasm with an ability to set and achieve challenging goals.
-Will have strong working knowledge of transfer agency processes, activities & systems (ideally RUFUS & MShare).
-Will have Knowledge of the workings of different product types, e.g. Money Markets, Variable NAV, ETFs.
Please send your CV to Lisa Collier at Harvey Nash or phone 01 674 1407 for further information.
Lisa Collier is a member of The Institute of Bankers and has 5 years Funds Experience.![]()
The Role
This role involves the supervision of all operational activities carried out by the Administrators on your team, ensuring that there is continued delivery of high quality Client Servicing. The role also involves coaching the administrators on the team and ensuring there is adequate staffing at all times.
Responsibilities
-Accurate review and Supervision of Administrators to ensure the timely processing of all activities within your team.
-Ensure reporting is distributed from the Team within the required deadlines.
-Maintain delivery of a high quality service level to clients and other departments, ensuring that all queries are dealt with in a timely manner.
-Ensure weekly/monthly Transfer Agency Management Information System (MIS) spreadsheets are updated in an accurate and timely manner for review by the Assistant Manager.
-Ensure all deals are processed accurately by you and your team and that you actively coach/develop your team to improve accuracy.
-Provide professional, accurate and timely reporting to the Client Services Team for review by your Assistant Manager/Manager.
The Person
-Will have at least 2 years experience in the fund administration business.
-Will be proactive, have a focused attitude towards work and an ability to consistently meet deadlines, whilst ensuring a high focus on accuracy.
-Will have the ability to lead a team and develop/mentor staff.
-Will be able to demonstrate initiative and enthusiasm with an ability to set and achieve challenging goals.
-Will have strong working knowledge of transfer agency processes, activities & systems (ideally RUFUS & MShare).
-Will have Knowledge of the workings of different product types, e.g. Money Markets, Variable NAV, ETFs.
Please send your CV to Lisa Collier at Harvey Nash or phone 01 674 1407 for further information.
Lisa Collier is a member of The Institute of Bankers and has 5 years Funds Experience.