Shareholder Services Agent
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Details
Salary Negotiable
Location Dublin
Consultant Sean Keogh
JobRef 50803553/001
Date posted 17 June 2022
2022-06-17 2022-08-16 financial-services perm IE Dublin Dublin Dublin EUR 35000 45000 45000 YEAR Walters People https://www.walterspeople.ie https://www.walterspeople.ie/content/dam/walters-people/global/images/logos/web-logos/square-logo.pngGet in touch
Sean Keogh
01 633 4111
A Funds Administration Financial Services firm are seeking a Shareholder Services Agent for a permanent role based in Dublin. As part of the Shareholder Services team you will be involved in every aspect of the client on-boarding process from initial system set up to AML/KYC checks. Within the role you will deal with a diverse client base including institutional clients, pension funds, high net worth individuals and family offices. If you have experience in a Transfer Agent position and want to continue developing in this field this is the opportunity for you.
Key responsibilities of the Shareholder Services Agent:
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Complete first level checks along with reviews where applicable on all aspects of the transfer agency value chain
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Manage investor reporting and set up including AML/KYC monitoring
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Liaise with internal and external business partners across multiple offices internationally
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Review and provide support in on-boarding new clients from document review and system set up
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Review and work with Internal Tax teams on issues relating to FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard)
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Manage team mailbox and assign tasks to members of team including Investor Requests, Capital Account Statement Queries etc
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Ensuring all tasks are completed within the team in a timely manner to assist with internal KPIs
Key requirements of the Shareholder Services Agent:
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At least a bachelor’s degree within a relevant field related to compliance
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Additional relevant education in AML/Compliance and keen interest in the area
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Funds administration experience an advantage
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At least 1-2 years AML/ Transfer Agent work experience an advantage
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Strong analytical and organisational skills
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Excellent written and verbal communication skills as well as attention to detail
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Ability to meet key deadlines and work under pressure
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General knowledge of Microsoft Office applications
If you are interested in this exciting opportunity apply now or contact Sean at Sean.Keogh@walterspeople.com
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