Transfer Agency Senior Dealing Analyst

Posted 05 April 2024
LocationDublin
Discipline Financial Services
Reference10776
Contact NameRena Weld

Job description

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

In this position, you will be responsible for managing multiple clients and providing a great client service to various clients within the company.

Reporting to the Team Leader, you will work in a dynamic team environment.

This is a 6-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 clients.
  • Handle prediction reports, cash reports, and register reports and all relevant client reporting on a daily basis.
  • Take ownership of all activity for your assigned clients.
  • Ensure all external correspondence is in line with company and Transfer Agency team policies.
  • Collaborate with your team to meet reporting deadlines and SLAs.
  • 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.
  • Carry out data protection checks as required.
  • 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.
  • Prior experience working with clients is preferred.
  • Effective verbal reasoning and numeric skills required.
  • Good IT skills and ability to learn systems used within the business required.
  • Ability to work in a fast-paced environment and meet frequent deadlines.
  • Planning and organisation skills.
  • Ability to resolve complex client queries in a timely manner.
  • Ability to work on own initiative.

Please reach out to Rena Weld at rena@matrixrecruitment.ie if you are interested in this position.

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.