Technical Co-ordinator, Dealing Team, Transfer Agency

Pontoon; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

Pontoon is seeking a Technical Co-ordinator to join the Dealing Team within Transfer Agency in Dublin. The role focuses on high-touch client service across a diverse client base and maintaining compliance with data protection standards.

You will support the Team Leader, monitor processing quality for the India TA Dealing team, handle client reporting, and mentor junior staff while ensuring regulatory adherence. The temporary position runs until 31 December 2026.

Qualifications

• Flexible and adaptable multitasking in a high-pressure environment.
• Excellent accuracy and attention to detail.
• Proficient in MS Word and Excel; quick learner of new systems.
• Client-facing experience is highly favourable.

Responsibilities

• Support Team Leader in daily operations and cover in their absence.
• Monitor processing quality and timeliness of the India TA Dealing team.
• Escalate unresolved queries from juniors and the India team.
• Manage day-to-day client reporting (prediction, cash, register).
• Analyze and manage workflow queues.
• Own assigned clients and ensure activities meet timelines.
• Maintain up-to-date procedures and data-protection compliant checklists.
• Collaborate with other TA areas and suggest efficiency improvements.
• Mentor junior staff as subject matter expert.
• Ensure adherence to regulations and internal policies.

Skills

Multitasking

Attention to detail

Communication skills

Problem solving

Professional demeanour

Independence

Risk management

Fund administration

Regulatory frameworks

Analytical thinking

Education

Finance/Accounting degree

Tools

MS Word

Excel

Job description

Technical Co-ordinator, Dealing Team - Transfer Agency

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.

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 practises.

Experience

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

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you