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 established global financial services and asset servicing organisation is looking for an experienced Transfer Agency professional to join its Dublin-based Dealing team as a Technical Coordinator.
This is a hands-on role sitting within Transfer Agency Dealing, combining client ownership, operational oversight, query resolution and technical support for 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 ownership of Transfer Agency Dealing activity for assigned clients.
- Provide day-to-day oversight of offshore processing, focusing on quality and 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, including prediction, 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 a subject-matter expert and mentor to 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:
- Previous Transfer Agency experience.
- Financial Services experience.
- Strong understanding of Transfer 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 within TA 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 greater client 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.
