About my Client
My client, the leading, independent provider of cloud based forward thinking Fund Administration services provider is currently seeking add to their Transfer Agency projects team. A company with an impressive heritage, aggressive growth plans, and excellent reputation for only work/life balance. Highly successful, my client hold a significant market share and have one of the best client retention rates in the business which year on year has been improving, despite their impressive growth trajectory.
About the Role
Day to day is ensuring the business is ready for new funds, new clients, that the systems are up to scratch and suit individual client needs whether that be through client interaction, document and data gathering, BRD creation, liaison with software development teams, training staff and clients, through to roll out, UAT and launch. Technology enhancements and ongoing system developments are a key part of the role. Efficiency, automation, workflow management are all important for maximum productivity.
Ongoing maintenance of the register also part of this teams responsibility – any changes to funds, to investors etc.
You’ll have around 6/7 years experience within Transfer Agency. Business Analysis, Project Management or Change Management experience within Transfer Agency is certainly beneficial. You’ll be confident in your ability able to manage complex tasks and see projects through to successful delivery. You can work with limited guidance, though be comfortable in collaborating with the team on group projects. You don’t need to be a technical genius, though should be comfortable in dealing with technical teams. You’ll be confident and articulate as you will be presenting to and collaborating with the wider business and clients. Solid Excel is important, and Visio / MS Project is helpful!
Demonstrable experience of managing a small team is required as you will be responsible for a team of 2/3.
For a more in-depth and confidentiality assured chat, call Larry now on 01 676 0505 and click apply below.
If you are interested in making this position yours, please contact Larry on 01 676 0505, click apply below
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Tagged as: Investor Services, TA, Transfer Agency
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