Technical Co-ordinator, Dealing Team, Transfer Agency in Suffolk

Location: Dublin

Contract Type: Temporary (Until 31/12/2026)

Our client, a prominent player in the financial services sector, is seeking a dynamic and dedicated Technical Co-ordinator to join their Dealing Team within the Transfer Agency Department. This role offers the opportunity to provide high-touch client service to a diverse range of clients, ensuring excellence in third-party fund services.

Role Overview: As a part of the dedicated Dealing Team, the Technical Co-ordinator will support the seamless operation of shareholder servicing functions, including dealing, registration, finance, and client reporting. This position is perfect for someone who thrives in a fast-paced environment and possesses a keen eye for detail.

Key Responsibilities:

• Team Support: Assist the Team Leader in daily operations and step in during their absence.
• Oversight: Monitor processing quality and timeliness of the India TA Dealing team.
• Issue Resolution: Act as an escalation point for unresolved queries from junior team members and the India team.
• Client Reporting: Manage day-to-day reporting, including prediction, cash, and register reports.
• Workflow Management: Analyse and manage workflow queues effectively.
• Client Ownership: Take responsibility for assigned clients, ensuring all activities align with agreed timelines.
• Documentation: Maintain up-to-date procedures and checklists while ensuring compliance with data protection standards.
• Collaboration: Foster strong relationships with other TA functional areas and provide input for operational efficiency improvements.
• Mentorship: Serve as a subject matter expert and mentor for junior staff.
• Compliance: Ensure adherence to regulations and internal policies.

Knowledge and Skills Required:

• A flexible and adaptable approach to multitasking in a high-pressure environment.
• Exceptional accuracy and attention to detail.
• Proficiency in MS Word & Excel, with the ability to learn new systems quickly.
• Excellent oral and written communication skills.
• Strong analytical and problem-solving capabilities.
• Professional demeanour with a drive for excellence.
• Initiative to work independently and resolve complex queries.
• Desirable knowledge of Fund Administration and regulatory frameworks.
• Understanding of effective risk management practices.

Experience:

• Proven experience in Transfer Agency and Financial Services.
• Client-facing experience is highly favourable.
• A college or university qualification is highly desirable.

This is an exciting opportunity for a motivated individual who is eager to make a significant impact in a well-respected organisation. If you possess the skills and experience outlined above and are looking to take the next step in your career, this role could be the perfect fit.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.