At a Glance
- Tasks: Manage client records and ensure compliance in a fast-paced environment.
- Company: Join a leading fund administration service with global reach.
- Benefits: Gain valuable experience, career growth, and work in a dynamic team.
- Other info: Opportunity to support junior team members and drive process improvements.
- Why this job: Be part of a growing department and make a real impact on client services.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 30000 - 40000 € per year.
The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and investor services. Transfer Agency is a growing department based over 4 locations: Limerick, Dublin, India and Pune. It is a fast-paced environment offering all partners excellent opportunities to grow their careers.
The Registration Team is responsible for creating new investment records and maintaining existing Client, Investor and Agent records according to regulatory, compliance and operational requirements. The partner will report directly to the Registration Team Leader and will be responsible for an assigned suite of clients where the below responsibilities are carried out within strict regulations and guidelines. The partner will also be required to support more junior members of the team and be comfortable checking and validating others' work. The partner will need to be able to identify optimisation opportunities as well as follow through with implementing these.
The key responsibilities of the role include:
- Day to day processing work, quality checks and assurance
- Overseeing the processing quality and timeliness in Bangalore, seeking appropriate information from local management there where required
- Escalation point for unresolved issues to the India TA team
- Daily client reporting in relation to outstanding registration requirements
- Workflow queue management and analysis
- Achievement of monthly KPIs
- Procedure maintenance following the change control process
- Compliance with regulations and attainment of client specific processing requirements
- To work with the team, internal departments and group projects area on any allocated projects
- Ensure that appropriate segregation of duties controls are in place at all times
Skills/Qualifications:
The successful candidate will benefit from having:
- Previous experience in the Financial Services industry
- Understanding of Anti-Money Laundering regulations and the current regulatory environment
- Proactive in terms of identifying opportunities to make improvements and implement same
- Ability to work on own initiative
- Customer Service experience
- Strong attention to detail and time management skills
Technical Co-Ordinator, Transfer Agency (Registration) in Limerick employer: Pontoon
As a Technical Co-Ordinator in our Transfer Agency department based in Limerick, you will join a dynamic and fast-paced environment that prioritises employee growth and development. We offer a supportive work culture where collaboration and innovation are encouraged, alongside competitive benefits and opportunities to advance your career within a global network. Our commitment to excellence ensures that you will be part of a team that values quality and compliance while making a meaningful impact in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Co-Ordinator, Transfer Agency (Registration) in Limerick
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those working in Transfer Agency or similar roles. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills, especially in compliance and regulatory aspects. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Showcase your problem-solving skills! Be ready to discuss specific examples where you've identified optimisation opportunities or improved processes. This is key in a fast-paced environment like Transfer Agency.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Technical Co-Ordinator, Transfer Agency (Registration) in Limerick
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Technical Co-Ordinator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our Transfer Agency team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Don’t forget to mention your proactive approach to identifying optimisation opportunities!
Showcase Attention to Detail:Since this role involves quality checks and compliance, make sure your application is free from errors. We appreciate candidates who demonstrate strong attention to detail right from the start!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get to explore more about what we do at StudySmarter!
How to prepare for a job interview at Pontoon
✨Know Your Stuff
Make sure you brush up on your knowledge of the Financial Services industry, especially around Anti-Money Laundering regulations. Being able to discuss these topics confidently will show that you're serious about the role and understand the environment you'll be working in.
✨Showcase Your Attention to Detail
Since this role involves quality checks and assurance, prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error or improving a process, having specific stories ready will help you stand out.
✨Demonstrate Proactivity
Think of instances where you've identified optimisation opportunities in previous roles. Be ready to discuss how you implemented changes and the positive outcomes that followed. This will highlight your proactive nature, which is key for this position.
✨Team Player Vibes
As you'll be supporting junior team members and collaborating with various departments, it's important to convey your teamwork skills. Share examples of how you've worked effectively in teams, resolved conflicts, or helped others succeed. This will show that you're not just a lone wolf but someone who thrives in a collaborative environment.
