Transfer Agent - Senior Associate

Role Description

Job Duties and Responsibilities

A key responsibility will be the hiring, training, motivating, appraising and retention of staff to achieve individual/department goals. In addition a focus is required on change management and risk management.

TECHNICAL KNOWLEDGE / PROCESS IMPROVEMENT:

  • Ensure that specialist knowledge relating to the team is kept current and disseminated as appropriate and be aware of possible future developments and trends
  • Ensure an awareness of and adherence to the key TA controls at all times
  • Ensure team participation in the completion and implementation of department wide projects as required and to lead local team initiatives

TEAM MANAGEMENT:

  • Manage resources to ensure all queries and tasks are resolved in a timely manner
  • Work as an effective team member with other internal providers to meet our key deliverables
  • Act as a point of escalation for team members/internal providers with challenges or concerns relating to the Registration team and manage these issues to resolution, with consideration for the internal escalation policy

 LEADERSHIP:

  • Monitor individual and team performance and provide regular feedback throughout the year to your direct reports and provide support to Associate 2’s with staff in this regard
  • Actively contribute to department staff planning, including recruitment and succession planning and remaining within budgeted staff numbers
  • Promote a positive working environment and good levels of team morale

Qualifications

Knowledge, Skills and Experience Required:

  • Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure.
  • Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint
  • Previous knowledge of Transfer Agency systems desirable
  • Knowledge of Clearstream/Euroclear settlement and SWIFT trading an advantage
  • Strong written & verbal communication skills
  • Possess excellent organisational, planning and co-ordination skills.
  • Ability to work accurately to tight deadlines
  • Proactive and able to work independently and as part of a team
  • Sound procedural, technical and product knowledge of the Transfer Agency business is desired.
  • Typically candidate will have approximately 5 years experience in a similar environment, including at least 1-2 years experience in a management/supervisory capacity.

Core Competencies:

  • Experience within Transfer Agency
  • Accurate, Precise and Organised
  • Team Oriented, Enthusiastic
  • Excellent communications skills

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