Transfer Agency Technical Coordinator - Dealing Team

Matrix Recruitment Group

Dublin

Hybrid

EUR 42,000 - 62,000

Full time

3 days ago
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Job summary

Matrix Recruitment Group in Dublin City Centre is seeking a technically proficient Co-ordinator to support a busy Transfer Agency team. The role is hybrid and contract-based until December 2026 with potential extension.

You will oversee day-to-day operations, client reporting and be a go-to escalation point for complex issues. This is an opportunity to develop client relationships while contributing to project work and process improvements.

Qualifications

  • Proven experience in Transfer Agency.
  • Strong PC skills with MS Word & Excel.
  • Excellent communication, planning and organisational skills.
  • Analytical and problem-solving abilities.

Responsibilities

  • Support the Team Leader with daily team tasks and deputise if needed.
  • Oversee processing quality and timeliness, including coordination with offshore teams.
  • Manage client reporting and ensure the timely delivery of reports.
  • Take ownership for assigned clients’ activities within the team.
  • Maintain up-to-date procedures and carry out data protection checks.
  • Act as a key contact for queries and unresolved issues.
  • Mentor team members and provide subject matter expertise.
  • Collaborate with other internal departments and contribute to process improvements.
  • Ensure compliance with relevant regulations and company policies.

Skills

Transfer Agency
MS Word
MS Excel

Education

Relevant qualification

Job description

What You Need to Know:

Ready to take the next step in your career? We’re looking for an organised and motivated Technical Co-ordinator to join a busy Transfer Agency team, delivering excellent client service across a variety of fund management activities.

This role is based in Dublin City Centre and offers a hybrid working model.

This is a contract role up until the end of December 2026 with an expectation of extension.

Your New Job:

You’ll be part of a close-knit Dealing Team, supporting both day-to-day operations and client communications. You’ll play an important role in team oversight, handling workflow management, client reporting, and acting as an escalation point for complex issues. This position offers the chance to take ownership of client relationships and contribute expertise to ongoing projects.

Key Duties and Responsibilities:
  • Support the Team Leader with daily team tasks and deputise if needed
  • Oversee processing quality and timeliness, including coordination with offshore teams
  • Manage client reporting and ensure the timely delivery of reports
  • Take ownership for assigned clients’ activities within the team
  • Maintain up-to-date procedures and carry out data protection checks
  • Act as a key contact for queries and unresolved issues
  • Mentor team members and provide subject matter expertise
  • Collaborate with other internal departments and contribute to process improvements
  • Ensure compliance with relevant regulations and company policies
What Are We Looking For?:
  • Proven experience in Transfer Agency
  • Strong PC skills with proficiency in MS Word & Excel
  • Excellent communication, planning, and organisational skills
  • Analytical and problem-solving abilities
  • Professionalism, drive, and initiative
  • Relevant qualification isa plus
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