State Street

IFDS Transfer Agency – Trailer Fees - Officer, Hybrid role

Recruiter
State Street
Location
Dublin 2, Ireland; Kilkenny, Ireland/Hybrid
Salary
Not disclosed
Posted
18 Mar 2024
Closes
18 Apr 2024
Ref
R-747155
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant

Transfer Agency – Officer, Trailer Fees

A People Company

IFDS’ best assets is its people. We have a great pool of talent surrounded by experienced senior teams and we care about our staff. At IFDS, we continuously invest in our people by offering training, mobility opportunity, mentoring, and we support and nurture them in their career development.  Our culture is underpinned by the principles of PACE+L (Professional, Accountable, Client-Focus, Excellence and Leadership) which promote and drive a strong professional behaviour in developing our people and servicing our clients.

A Trusted Financial Services Provider 

IFDS Transfer Agency service solutions are used globally, with operation centres across Canada, Europe, and Asia-Pacific. As a subsidiary of State Street Corporation and SS&C Technology Inc, we are backed by multi-billion dollar global enterprises with more than 40 years of experience in financial and technology Industry. Our core technology and the associated Transfer Agency services are adapted to both global and local demand. 

Employee Benefits 

We offer flexible office locations in both Dublin or Kilkenny, wellbeing programmes, a subsidised restaurant, impressive learning and development opportunities as well as a social calendar to balance work and life activities. We are committed to reviewing and continuously improving our employee compensation and benefits packages. Performance based bonuses, a generous pension scheme, annual leave and investment in your future education demonstrates the value we place in developing, recognising and rewarding our staff.

We are now advertising for an Officer to work in our Trailer Fee department. 

The Trailer Fee team is responsible for the processing of our client’s commissions and trailer fee calculations and payments. This involves reviewing broker contract terms, maintaining broker fee structures and calculations settings on the fee calculation system, analysing queries to identify and resolve issues with complex fee calculations.  

Key Responsibilities & Accountabilities: 

  • Responsible for the oversight and management for our trailer fee team SLAs.
  • Responsible for quality checking trailer fee contract setups and inputs.
  • Responsible for the validation of trailer fee calculation outputs.
  • Responsible for the timely response to client & broker queries received into the team mailbox.
  • Responsible for delivering high quality client service via written email responses and daily client calls.
  • Responsible for being an escalation point for our clients in relation to any issues or challenges arising from BAU or otherwise.
  • Responsible for managing expectations of clients and stakeholders and ensuring transparency in all communications during BAU and issue management.
  • Responsible for ensuring all trailer fee procedures and operational controls are adhered to and implemented by the operational team.
  • Responsible for the training and development of staff, monitoring employee performance and completing performance reviews in a timely fashion for your direct reports.
  • Accountable for the adherence to company values of Professional, Accountable, Client Focused, Excellence and Leadership in all tasks and interactions.
  • Accountable for cultivating an environment of clear, open and direct communication.
  • Accountable for providing operational guidance and assistance to staff where required.
  • Accountable for overseeing the continuous improvement of the team and ensuring we are following best practice and controls

Requirements: 

  • Typically candidate will have approximately 5 years’ experience in a similar environment, including at least 1-2 years’ experience in a management/supervisory capacity.
  • Knowledge of Transfer Agency desirable.
  • Knowledge of Trailer Fees/Rebates highly desirable.
  • Strong analytical mindset required with evidence of problem solving experience.
  • Strong presentation and public speaking skills.
  • Enthusiastic individual with a desire to work in a fast paced environment.
  • Strong attention to detail.
  • Excellent communication, organisational and planning skills with the ability to multi-task and to work calmly under pressure.
  • High proficiency in MS Office (Excel, Word, PowerPoint).
  • Ability to work effectively with people at all levels with our global organisation.
  • Positive individual who performs in a manner that makes a strong impression on others; e.g., high energy level, a problem-solving approach, approachable; and the ability to act with a sense of urgency when required.

IFDS is a regulated entity and a member of the State Street Group. We are an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity in both background and in experience.

We follow the Fitness and Probity regime as outlined by the Central Bank of Ireland.

You may not meet all the requirements outlined in the above job description but we would still like to hear from you.

For further information, and to apply, please visit our website via the “Apply” button below.

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