Technical Co-ordinator, Dealing Team, Transfer Agency

Pontoon Solutions; Dublin; On-site; EUR 52,000 - 68,000; Part time

Job summary

Pontoon Solutions is seeking a Technical Co-ordinator for the Dealing Team within Transfer Agency in Dublin. The role focuses on high-touch client service for a diverse client base, with emphasis on accuracy and timely processing in a fast-paced environment.

The candidate will support the Team Leader, monitor the India TA Dealing team, and mentor junior staff while ensuring policy compliance and strong risk controls. This is a temporary position until 31 December 2026.

Qualifications

• Flexible and adaptable multitasking in a high-pressure environment.
• Exceptional accuracy and attention to detail.
• Proficiency in MS Word & Excel; 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.

Responsibilities

• Team support: assist the Team Leader in daily operations.
• Oversight: monitor processing quality and timeliness of the India TA Dealing team.
• Issue resolution: act as 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.

Skills

Multitasking

Accuracy

MS Word

MS Excel

Communication skills

Analytical skills

Problem solving

Independent worker

Education

University degree

Tools

MS Word

MS Excel

Job description

Technical Co-ordinator, Dealing Team - Transfer Agency

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

Role Overview

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. 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 practises.

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.

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.

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