Transfer Agency Dealing Specialist (Associate Consultant)

Northern Trust

Dublin

On-site

EUR 65,000 - 90,000

Full time

5 days ago
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Job summary

Northern Trust is seeking an Associate Consultant in its Transfer Agency team in Ireland. You will support day-to-day TA Dealing activities, resolve complex queries, and act as a point of escalation for junior staff, ensuring accuracy and timely client service.

You will work closely with the Dealing Manager and wider team to maintain high-quality operational delivery, while adhering to regulatory controls and group policies.

Qualifications

  • Relevant experience within Transfer Agency, Fund Administration or Financial Services, preferably within a Dealing environment.
  • Strong working knowledge of Transfer Agency operations and the end-to-end dealing process.
  • Ability to investigate and resolve operational queries and exceptions with sound judgement; escalate when required.
  • Good understanding of operational risk, controls and escalation requirements.
  • Strong analytical and problem-solving skills with ability to assess information and take action.
  • Experience taking ownership of client or operational deliverables and meeting deadlines.
  • Strong accuracy and attention to detail with high quality standards.
  • Strong written and verbal communication skills with clients, colleagues and internal stakeholders.
  • Experience coaching or sharing knowledge with less experienced team members.
  • Strong planning, organisation and time-management skills in a fast-paced environment.
  • Collaborative mindset and ability to work across teams and functions.

Responsibilities

  • Take ownership of assigned clients and support day-to-day TA Dealing activities, ensuring service requirements and deadlines are met.
  • Provide experienced operational and technical support to the Dealing team for complex queries and exceptions.
  • Act as escalation point for junior staff and offshore partners for higher-risk matters.
  • Oversee processing quality, accuracy and timeliness, including offshore dealing teams.
  • Monitor workflow queues, identify issues and capacity concerns, escalate as needed.
  • Prepare and review client and operational reporting, including cash and register reporting.
  • Ensure deliverables are completed accurately within timeframes.
  • Maintain up-to-date procedures, checklists and documentation.
  • Complete data-protection checks and ensure communications follow TA policies.
  • Identify, investigate and escalate operational risks and control issues.

Skills

Transfer Agency operations
Client escalation
Data protection
Regulatory compliance
Excel
Team collaboration
Problem solving
Attention to detail
Communication skills
Offshore coordination
Financial services knowledge

Tools

MS Word
Dealing platforms
Financial software

Job description

Northern Trust is seeking an Associate Consultant in its Transfer Agency team in Ireland. You will support day-to-day TA Dealing activities, resolve complex queries, and act as a point of escalation for junior staff, ensuring accuracy and timely client service.

You will work closely with the Dealing Manager and wider team to maintain high-quality operational delivery, while adhering to regulatory controls and group policies.

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