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Transfer Agent - Boutique Private Equity Firm

  • Location:

    Dublin

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Aaron Cawley

  • Contact email:

    Aaron.Cawley@oliverjames.com

  • Job ref:

    JOB-082022-176625_1661792243

  • Published:

    29 Tage her

  • Expiry date:

    2022-09-28

Our client, a a private wealth management group, is looking for a self-starting, highly-motivated Transfer Agent to join their dedicated team.

Responsibilities;

  • Performing checks and reviews on all aspects of transfer agency value chain
  • Control and Oversight of Investor reporting
  • AML/KYC Monitoring
  • Review and support of on-boarding new clients; document review/system set-up
  • Investor and client reporting preparation
  • Liaise with internal teams on issues relating to FATCA and CRS

The candidate;

  • Completed bachelors degree
  • Minimum 2.2 honours degree
  • Education/experience in AML/Compliance is a bonus
  • Highly motivated and innovative mindset
  • Analytically strong with organisational skills
  • Problem solver
  • Microsoft suite

Package;

  • Highly competitive salary with contributory pension benefits
  • Bonus (annual - 10-15%)
  • Study package
  • 24 days AL
  • Health insurance

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