What you need to know
We are currently seeking a Transfer Agency Analyst for our client in the financial services industry, based in Limerick.

In this position, you will be responsible for managing multiple clients communications, both internal clients as well as responsibilities in investor facing areas. This position lies on the registrations team.

Reporting to the Team Leader, you will work in a dynamic and supportive team environment and will work to various daily deadlines.

This is a 5-month contract position with some possibility for extension and/or permanency. The role offers a hybrid working model of 3 days in the office and 2 days working from home.


Your new job
Key duties and responsibilities:

• Provide prompt answers and resolutions to investors and internal and external clients.

• Review and assist in the resolution of outstanding registration requirements when coordinating client reports.

• Ensure all external correspondence is in line with company and Transfer Agency team policies.

• Collaborate with your team to meet reporting deadlines, SLAs and KPIs.

• Ensure the oversight of the work quality and deliverables of the team located overseas.

• Act as an escalation point for the overseas team.

• Manage workflow analysis, queue management, and tasks.

• Build and maintain strong professional relationships with other Transfer Agency functional areas and internal departments.

• Collaborate on assigned projects with the team, internal departments, and group projects.

• Ensure the accuracy of checklists and procedures on a consistent basis.

• Ensure all deliverables are actioned within the predetermined deadlines.

• Adhere to internal company policies and regulations.

What are we looking for?

• Experience working in transfer agency or financial services is desired.

• Understanding of anti-money laundering regulations.

• Prior experience working with clients or customers.

• Strong attention to detail is essential.

• Ability to work on own initiative and manage time effectively to meet deadlines.

• Good IT skills and ability to learn systems used within the business required.

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and consent.

Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. In the interest of protecting your data and informing you of your rights we will notify you should we retain your information by issuing an acknowledgement email and a request for consent where not already expressly given.