Transfer Agency Coordinator – Dealing Team

Atrium (EMEA); Dublin; Hybrid; EUR 30,000 - 50,000; Full time

Job summary

Atrium (EMEA) in Dublin is seeking a Transfer Agency professional to support the TA Dealing team. You will ensure timely processing, prepare client reports, and mentor junior members while coordinating with India and Ireland teams.

The role requires Transfer Agency and financial services experience with a client-facing orientation, and offers a 3-days-onsite hybrid schedule in Dublin through end of 2026 with potential extension.

Qualifications

• Transfer Agency experience is required.
• Financial services experience is required.
• Previous client facing experience is favourable.

Responsibilities

• Support the Team Leader in day to day activities and deputise in their absence.
• Oversee processing quality and timeliness in India.
• Act as escalation point for unresolved issues for the India TA Dealing team and junior members in Ireland.
• Produce day to day client reporting (Prediction, cash, register reports).
• Manage workflow queues and analysis.
• Own TA Dealing team activity for assigned clients.
• Ensure all deliverables meet agreed timeframes.
• Maintain up-to-date procedures and checklists.
• Perform data protection checks and align external communications with TA policy.
• Collaborate with other TA areas (New Business, Investor Services, Registration, Finance).
• Offer input to process changes for efficiency.
• Serve as a subject matter expert and mentor junior partners.
• Demonstrate technical soundness and cross-area knowledge.
• Engage with projects across teams and respond to client/investor queries promptly.

Skills

Transfer Agency

Financial Services

Client facing

Job description

Pay: Up to 28ph PAYE /35.99ph LTD/Umb

Location: Dublin (3 days onsite)

Duration: Initially to the end of 2026, with strong chance of extension beyond

Working as part of a dedicated Dealing Team in the Transfer Agency Department, providing high touch client service to a range of the organisation’s Transfer Agency clients.

The department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and the Investor Services Centre.

Major Duties

• Support the Team Leader in day to day activities and deputise in their absence.
• Day to day oversight of processing quality and timeliness in India.
• Escalation point for unresolved issues for the India TA Dealing team and junior team members within Ireland TA Dealing.
• Day to day client reporting - Prediction reports, cash reports, register reports etc.
• Workflow queue management and analysis.
• Responsible for assigned clients, taking ownership of TA Dealing team activity for these clients.
• Ensure all deliverables are sent as per agreed timeframes.
• Maintaining up to date procedures and checklists.
• Completion of data protection checks and ensuring all external communication is issued in line with TA policy.
• Maintain a close working relationship with other TA functional areas, such as New Business, Investor Services Centre, Registration, Finance and other internal areas.
• Provide input to process changes which result in greater operational efficiency.
• Able to serve a key subject matter expert and mentor to more junior partners.
• Technically sound in area of expertise and has broader knowledge of other areas within the business.
• To work with the team, internal departments and group projects area on any allocated projects.
• Respond to client and investor queries in a timely manner.

Experience

• Transfer Agency experience is required.
• Financial Services experience is required.
• Previous client facing experience is favourable