Transfer Agency Financial Analyst
- Posted 06 March 2024
- LocationLimerick
- Discipline Financial Services
- Reference10549
- Contact NameRena Weld
Job description
What you need to know
We are currently recruiting for a Financial Services Administrator for our client, a multinational financial services company, based in Limerick.
The successful candidate will be joining a progressive and very busy environment as part of a balanced team within the Transfer Agency department.
This is a 5-month contract position, with some possibility of extension and or permanency.
The position offers a hybrid working model with 3 days in the office and 2 days working from home.
What you will be doing:
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.
We are currently recruiting for a Financial Services Administrator for our client, a multinational financial services company, based in Limerick.
The successful candidate will be joining a progressive and very busy environment as part of a balanced team within the Transfer Agency department.
This is a 5-month contract position, with some possibility of extension and or permanency.
The position offers a hybrid working model with 3 days in the office and 2 days working from home.
What you will be doing:
- Responsible for reconciling all assigned accounts accurately and efficiently within relevant deadlines.
- Day to day processing work, quality checks and assurance
- Day to day oversight of processing quality and timelines
- Liaise with the other TA partners to monitor and report on the Aged Reconciliation items
- Work queue management/Clearance within relevant deadlines
- Monitor and assist on the queries and liaise with other departments where necessary
- Maintains a close working relationship with other areas, such as Dealing, Registration and Client Services
- Employees are expected to exercise due care and diligence, ensuring the areas the incumbent is responsible for are organised and controlled.
- Forge and maintain relationships with key internal/external stakeholders
- Previous financial services experience is desirable
- Customer Service experience would be an advantage
- Ability to review and resolve complex issues
- Ability to work to deadlines
- Strong planning and organisation skills
- Ability to work on own initiative
- Effective verbal reasoning and numeric skills
- Strong Microsoft Office skills
- Experience in working with Multiple Currencies
- Knowledge and understanding of working within a regulatory Environment
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.
