Transfer Agency Operations Specialist

Ireland

Operations

Personal & Corporate Banking

Your role

Do you have good attention to detail, organizational skills and willingness to service clients and enhance their experience? Are you looking for an opportunity to join a collaborative team within a renowned organization that is In this multi-tasking role you will manage and perform Transfer Agency oversight tasks and participate in a number of projects looking to enhance performance across the department.

We are looking for an Transfer Agency Operative to:

• perform checks and controls on all aspects of the transfer agency value chain including monitoring and testing of service provided, AML controls, KPI review, monthly service meetings, annual due diligence on site visit and take back testing
• support our team on interactions with fund MLROs including quarterly reporting requirements and facilitation of annual on-site visits
• preparation of statistical reporting for Central Bank of Ireland and Revenue
• support the business through performing ad hoc duties and projects in line with business requirements such as year end audit support, quarterly entity board meeting preparation, periodic reporting
• attendance and participation in team and departmental meetings

Job Reference #

328659BR

City

Dublin

Job Type

Full Time

Your team

You’ll be working in our Transfer Agency team in Dublin. We are a small but expanding and dedicated team of highly motivated and hardworking professionals with a focus on driving efficiencies, regulatory compliance and delivering excellent service to all stakeholders. Collaboration and commitment are key to our success as we operate in a fast-paced, dynamic environment. We work with a high level of integrity, attention to detail and look for a colleague who shares our passion and commitment to high standards. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your expertise

• an Accounting, Business or Commerce degree/qualification
• a minimum of a year's transfer agency experience within a fund services company; AML experience a bonus
• adaptable and organized with a positive can-do attitude
• ability to work as part of a small team and work on own initiative
• excellent communication, numerical and analytical skills
• excellent planning, prioritisation, problem solving and organisational skills with strong attention to detail

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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