Logo of Huzzle

Home

Matches

Explore

Manage

Team Lead, Transfer Agency Dealing

image

Northern Trust Corporation

1mo ago

  • Job
    Full-time
    Senior Level
  • People, HR & Administration
    Banking & Finance
  • Limerick
  • Quick Apply

AI generated summary

  • You need fund administration experience, people management skills, client-facing experience, strong planning abilities, and solid analytical and problem-solving skills.
  • You will oversee processing quality, manage unresolved issues, monitor reporting timelines, conduct performance reviews, coordinate training, support recruitment, and ensure regulatory compliance.

Requirements

  • Previous Fund Administration experience
  • People management / supervisory experience
  • Previous client facing experience
  • Proven planning and organisation skills
  • In depth analytical and problem solving skills.

Responsibilities

  • Escalation point within the team for unresolved issues and queries.
  • Oversight of processing quality and timeliness in all Transfer Agency Dealing locations. Participate in weekly oversight calls with the back office location and ensure any challenges are documented and addressed.
  • Monitor dashboards and deliverable management sheets to ensure all reporting is issued within agreed timeframes. Ensure Key Performance Indicators are achieved in order to keep losses to a minimum.
  • Attend operational and inter departmental calls and meetings. Represent the team at client facing meetings.
  • Conduct regular performance management reviews and provide constructive feedback to support and enable career development. Ensure team meetings are being held on a regular basis.
  • Assist the Manager in establishing goals and objectives for the team and individual partners.
  • Coordinate training and coaching for all team members. Ensure cross training is active within the team. Ensure all team members complete all mandatory training in advance of deadlines.
  • Participate in the recruitment process for new team members and ensure the onboarding process for new partners is supportive/detailed/robust/documented.
  • Comply with Regulations and internal Northern Trust policies.

FAQs

What is the primary role of the Team Lead in the Transfer Agency Dealing department?

The primary role of the Team Lead is to lead a dedicated Dealing Team within the Transfer Agency Department, providing high touch client service to Transfer Agency clients and ensuring oversight of processing quality and timeliness.

What kind of experience is required for this position?

Applicants should have previous Fund Administration experience, people management or supervisory experience, and client-facing experience.

Will the Team Lead be involved in the training of team members?

Yes, the Team Lead will coordinate training and coaching for all team members and ensure that cross-training is active within the team.

Who does the Team Lead report to?

The Team Lead reports into a Dealing Manager.

What are some key responsibilities of the Team Lead?

Key responsibilities include acting as an escalation point for unresolved issues, overseeing processing quality, monitoring dashboards, attending operational meetings, conducting performance reviews, and complying with regulations and internal policies.

How does Northern Trust approach career development for its employees?

Northern Trust encourages career development by conducting regular performance management reviews, providing constructive feedback, and supporting mobility within the organization.

What is the company’s commitment regarding inclusivity and accommodations?

Northern Trust is committed to providing reasonable accommodations for individuals with disabilities and values an inclusive workplace.

How can potential applicants learn more about the organization?

Potential applicants are encouraged to apply and discuss their interests and experiences, as Northern Trust values a flexible and collaborative work culture.

What kind of culture does Northern Trust promote?

Northern Trust promotes a flexible and collaborative work culture, encouraging innovation and senior leaders' accessibility while maintaining financial strength and stability.

How does Northern Trust support employee flexibility?

Northern Trust values flexibility and aims to understand and accommodate different working requirements for employees, fostering a workplace with purpose.

image

Northern Trust Corporation

Dynamic careers. Brighter futures. Greater possibilities.

Finance
Industry
10,001+
Employees
1889
Founded Year

Mission & Purpose

Northern Trust is a leading global financial services company that offers a comprehensive range of asset servicing, investment management, and banking solutions to individuals and institutions. With a strong emphasis on client-focused services, Northern Trust aims to build enduring partnerships with their clients by providing tailored solutions and exceptional customer experiences. Their expertise in asset management, wealth management, and asset servicing enables them to deliver innovative and reliable financial solutions that help clients grow, preserve, and manage their wealth effectively. As a trusted financial partner, Northern Trust's purpose is to empower their clients to achieve their financial goals and navigate the complexities of the global financial markets with confidence and peace of mind.