Northern Trust

Financial Services

SeniorAnalyst,TransferAgency

€58–78k ~AI est. Limerick, Ireland FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Analyst, Transfer Agency at Northern Trust. Skills: Transfer Agency, Document Management, Investor Services. Record original documentation receipt. Scan original documentation”

What You'll Achieve.

Achievement of monthly KPIs

Industry & Context.

Financial Services
Problems you'll solve

Identify optimisation opportunities; Implement optimisation opportunities

What They're Looking For.

Must Have

Previous financial services experience, Knowledge of KYC, Knowledge of AML

Nice to Have

Knowledge of Transfer Agency, Knowledge of Administration / Registration

What You'll Do.

Record original documentation receipt

Scan original documentation

Coordinate investor mailings

Prepare investor mailings

Distribute investor mailings

Arrange archiving of documentation

Arrange destruction of documentation

Process day to day work

Perform quality checks

Provide oversight for India partners

Seek information from local management

Report client documentation requirements

Manage workflow queues

Analyze workflow queues

Comply with procedures

Work on allocated projects

Ensure segregation of duties controls

Comply with regulatory regime

Exercise due diligence

Organise responsibilities

Control responsibilities

Observe proper standards

Demonstrate integrity

How You'll Work.

Team & Collaboration

Work with internal departments; Work on group projects

Full Job Description

**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **_The Department_** The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, finance and investor services. Transfer Agency is a growing department based over 4 locations Limerick, Dublin, India and Pune. It’s a fast paced environment offering all partners excellent opportunities to grow their careers. The Document Management / Registration Team is responsible for on boarding new clients and investors, whilst managing and maintaining client, investor and agent documentation according to regulatory, compliance and operational requirements. ** _The Role_** The partner will report directly to the Document Management / Registration Team Leader and will be responsible for investor, client and agent documentation where the below responsibilities are carried out within strict data protection, regulation and guidelines. The partner will also be required to support more junior member of the team and be comfortable checking and validating others work. The partner will need to be able to identify optimisation opportunities as well as follow through with implementing these. **_Why choose this opportunity within the document management / registration team?_** * This role offers the right candidate the opportunity to join a fast paced team within a growi

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