Overview
Team Lead, Transfer Agency at Northern Trust.
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution with a long history of operation since 1889.
This role involves leading the Transfer Agency team, overseeing processing, document management, and ensuring regulatory and client standards.
Responsibilities
Oversight of the processing and quality checking of a wide range of dealing transactions through internal systems, to regulatory and client standards.
Day-to-day oversight of the document management process, ensuring investor instructions are scanned into the workflow system accurately and timely.
Investigate and resolve enquiries and exceptions, communicating with internal departments, other banks and brokerage firms as needed.
Prepare financial reports ensuring conformity to professional and regulatory requirements.
Responsible for workflow distribution and the effective use of resources within the team.
Provide on-the-job technical training and coaching for all team members; brief staff regularly on issues relating to work and new initiatives.
Organize the work of the team, assign tasks, set short-term priorities, monitor activities, and ensure timely and accurate completion of tasks.
Ensure all procedures are kept up to date and adhered to on a daily basis.
Assist the Team Manager in establishing goals and objectives for the team.
Generate process and system enhancement ideas and coordinate the introduction of changes with supporting documented procedures.
Conduct performance management and career development processes, including staffing and disciplinary actions as required.
Knowledge and Experience
Excellent oral and written communication skills; ability to interact confidently with internal and external counterparties.
Analytical and problem-solving skills; ability to analyze issues and provide solutions.
Leadership and organizational skills to prioritize assignments and provide feedback to staff.
Ability to set priorities and manage deadlines, escalating issues where necessary.
Good team player, self-starter, flexible, with the ability to work under pressure with minimal supervision.
A College or University degree and/or relevant work experience is required; supervisory experience is desirable.
Working With Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization committed to stability and supporting communities.
Movement within the organization is encouraged, senior leaders are accessible, and the company emphasizes an inclusive workplace with flexible working options.
Company Details
Seniority level
: Mid-Senior level
Employment type
: Full-time
Job function
: Information Technology
Location and Availability
Locations include Limerick, County Limerick, Ireland, and other related sites.
Applications and updates are provided as opportunities arise.
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