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Junior Transfer Agent - Business Graduate

  • Location: Dublin
  • Salary: €26000 - €28000 per annum
  • Job type: Permanent
  • Ref: JTA
  • Recruiter: Kevin O’Mara
This vacancy has now expired.

About the role:

The role offers graduates the opportunity to build a career with a global leader within the Funds industry. You will develop a comprehensive knowledge of the funds industry in a challenging and rewarding environment.

This is a varied multi-tasking entry level role, which encompasses client relationship management (to fund managers), reporting to high-net-worth investors, and supports the development of strong business acumen. You will have full ownership and responsibility for trades throughout their lifecycle. We will train the successful candidate to become a professional Transfer Agent.


  • Processing and confirming subscriptions, redemptions, switches and transfers
  • Ensuring accurate completion of application forms, with all regulatory requirements captured
  • Maintaining shareholders registers
  • Liaising and sustaining relationships with clients and investors on a daily basis
  • Preparation, review and release of reports to Investment Managers within the agreed SLAs
  • Reporting activity to investment manager and investors
  • Monitoring bank accounts
  • Performing all of the investor related services of the Company's investment fund clients
  • Communicating and liaising with internal Fund Accounting, Treasury, AML, Legal and Compliance teams on a regular basis, ensuring client SLAs are adhered to
  • Project Work

About You:

  • Degree qualified in a Business, Finance, Accounting, Economics, Mathematics or Statistics related discipline is essential
  • Proficient in Microsoft Office applications
  • Previous experience in a financial services or client driven environment is desirable
  • Excellent communication skills
  • Strong multi-tasker

What the Client offers:

  • A challenging job in a rapidly expanding global company
  • Competitive package which may include pension, healthcare, life insurance, free travel to/from office, income, protection, educational assistance, breakfast daily
  • Continued training and development opportunities
  • A culture built on professionalism and respect; you will work alongside talented colleagues whilst expanding your knowledge of the industry

For further information please contact Kevin in Marks Sattin for a confidential conversation on 01 477 3291 or apply for this position.

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