Transfer Agency Supervisor- Contract

Le Meas Executive Search; Dublin; On-site; EUR 52,000 - 68,000; Full time

Job summary

Le Meas Executive Search is hiring for a Shareholder Services on-boarding role in Dublin. You will manage investor relationships, lead client onboarding, and perform quality checks while ensuring compliance with AML/KYC and internal procedures.

The role involves reviewing FATCA/CRS documentation, coordinating with global offices, and driving timely communications to stakeholders. A bachelor’s degree and strong communication are essential.

Qualifications

• Bachelor’s degree completed.
• AML experience is advantageous but not essential.
• Strong analytical and organizational skills.
• Excellent written and verbal communication.
• Attention to detail is essential.
• FATCA/CRS documentation review experience is preferred.
• Experience in Transfer Agency/Investor Services is advantageous.
• Proven ability to deliver solutions to issues with line management.

Responsibilities

• Be the primary contact for investors, building relationships to support key interactions.
• Assist with onboarding of clients and perform quality checks.
• Review FATCA/CRS documentation.
• Ensure policies and procedures are adhered to daily.
• Relationship management with clients, General Partner, and internal/external stakeholders.
• Pre-empt and resolve service issues end to end with timely communication.
• Coordinate with internal business partners across multiple offices internationally.
• Ensure all tasks are completed within the team to meet internal KPIs.

Skills

Attention to detail

Interpersonal skills

Analytical skills

Organizational skills

Communication skills

Time management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Company is looking to add to the highly motivated Shareholder Services team, responsible for the on-boarding of new clients to mainly private equity funds. The candidate will be involved in every aspect of the client on-boarding process from initial system set up to ongoing checks. The candidate will deal with a diverse client base including institutional clients, pension funds, high net worth individuals and family offices. Key to this role will be the ability to manage and prioritise multiple processes within tight deadlines as well as strong communication, interpersonal and organizational skills and attention to detail.

Induction training will be provided in addition to both compulsory training (AML/KYC) and optional training. Additional role-specific training will be provided in-house by peers, line manager and senior management.

This is a role within a growing team with strong opportunities for progression. The successful candidate can expect to be seen as a key member of the team, involved in all matters. Internal processes and procedures are continuously evolving, and the successful candidate would have the opportunity to contribute to this growth.

Job specification:

• Be the primary contact for investors building relationships to support key interactions
• Assist with the onboarding of clients and performing quality checks
• Reviewing FATCA/CRS documentation
• Ensure that policies and procedures are adhered to daily
• Relationship management with clients, General Partner, internal and external stakeholders
• Pre-empt (where possible) and manage/resolve service issues end to end and ensure timely communication to the client
• Coordinate with internal business partners across multiple offices internationally
• Ensuring all tasks are completed within the team in a timely manner to assist with internal KPIs

Requirements

• Completed bachelor’s degree required
• Additional relevant education in the area is a benefit
• Highly motivated with an innovative mind-set
• AML experience an advantage, but not essential
• Proven experience in assessing and reviewing FATCA/CRS documentation is preferred
• Strong analytical and organizational skills
• Excellent written and verbal communication skills as well as attention to detail
• Ability to deliver solutions to issues, including more complex issues as agreed with line management
• General knowledge of Microsoft Office applications
• Previous experience in Transfer Agency/ Investor Services in the Funds industry is an advantage

NOTE: APPLICANTS MUST BE AUTHORISED TO LIVE AND WORK IN IRELAND FOR THE DURATION OF THE CONTRACT TERM