Transfer Agency

Senior Transfer Agency Dealing Specialist / Technical Coordinator

• Dublin Hybrid - 3 Days Onsite
• Rate: Up to €35 per Hour
• Contract Length: 31 December 2026 + Extension confirmation in Nov/Dec

An establishedglobal financial services and asset servicing organisationis looking for an experiencedTransfer Agency professionalto join its Dublin-based Dealing team as a Technical Coordinator.

This is a hands-on role sitting within Transfer Agency Dealing, combiningclient ownership, operational oversight, query resolution and technical supportfor junior colleagues.

You'll work as part of a dedicated team providing a high-touch service to a portfolio of Transfer Agency clients, while acting as an escalation point and supporting the Team Leader with the day-to-day running of the function.

What You'll Be Doing

• Take ownershipofTransferAgency Dealingactivityforassigned clients.
• Provide day-to-day oversight of offshore processing, focusing onqualityand timeliness.
• Act as an escalation point for unresolved dealing issues and support junior team members.
• Support and deputise for the Team Leader when required.
• Produce and oversee client reporting, includingprediction, cash and register reports.
• Manage and analyse workflow queues to ensure deadlines and service levels are achieved.
• Respond to client and investor queries accurately and within agreed timeframes.
• Review and resolve complex operational queries.
• Maintain procedures, controls and operational checklists.
• Complete data protection checks and ensure external communications comply with TA policies.
• Work closely with other Transfer Agency functions, including Registration, Finance, Investor Services and New Business.
• Identify opportunities to improve operational efficiency and contribute to process changes.
• Act as asubject-matter expert and mentorto more junior colleagues.
• Support internal projects and wider business initiatives.
• Ensure activity complies with relevant regulations, internal policies and risk-management requirements.

What We're Looking For Essential:

• PreviousTransfer Agency experience.
• Financial Services experience.
• Strong understandingofTransfer Agency operations and dealing processes.
• Ability to investigate and resolve complex queries.
• Strong numerical, analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong Microsoft Excel and Word skills.
• Excellent written and verbal communication.
• Ability to manage competing priorities in a fast-paced environment.
• Strong planning and organisational skills.
• Ability to work independently and take ownership.

Highly Desirable:

• Experience withinTA Dealing / Fund Administration.
• Previous client-facing experience.
• Experience providing oversight of offshore or outsourced operational teams.
• Understanding of the regulatory and risk environment surrounding Transfer Agency.
• Experience mentoring junior team members or acting as an SME/escalation point.
• College or university qualification.

Why Consider It?

This could suit an experienced Transfer Agency professional looking to step into a role with greaterclient ownership, technical responsibility and operational oversight.

You'll join a well-established financial services environment where you'll have exposure across multiple TA functions while acting as a key technical point of contact within the Dealing team.