Transfer Agency - Transaction Processing Team Leader - Fixed Term 11

Transfer Agency - Transaction Processing Team Leader - Fixed term 11 months page is loaded Transfer Agency - Transaction Processing Team Leader - Fixed term 11 months Apply locations Dublin time type Full time posted on Posted 22 Days Ago job requisition id 61446

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join us as Transfer AgencyTransaction Processing Team Leader

The Transfer AgencyTransaction Processing and Cash Oversight Team Leader will be responsible for the day to day running of the Dublin Oversight Team with the objective to achieve overall high client satisfaction. The Team Leader within this Oversight role will be responsible for directing team resources to meets client requirements. Achieving this will require leadership, initiative, creativity, management skills including delegation and the ability to instill enthusiasm and commitment among team members.

Responsibilities:

1.Oversight and Client Service

• Provide strong Oversight and Support to the Global Transaction Processing Teams and Cash Teams to ensure trades are placed accurately and all client reporting is issued within the agreed time-frames and is fully accurate.
• Provide support to the Transaction Processing and Cash Teams globally for all special handling cases such as launches, liquidations, in-kinds, and mergers.
• Provide support to Transaction Processing and Cash Teams globally for periodical fund events such as dividends and crystallization.
• Provide support for all Transaction Processing and Cash escalations, ensuring efficient resolution
• Support all local team members to ensure success of team
• Ensure all activity is carried out in accordance with the Funds' prospectus and established procedures
• Chair weekly, monthly and ad-hoc meetings with peers globally within Transaction Processing and Cash.
• Ensure that policies and procedures are adhered to on a daily basis and have this evidenced. Ensure procedures are reviewed regularly.
• Establish and maintain strong relationships across all functions of Transfer Agency globally to ensure the success of the department.
• Present to clients on a periodical basis as an SME of Transaction Processing and Cash functions.
• Review and reorganize functional tasks for maximum efficiency.
• Minimize overtime and to implement additional efficiencies as automation projects are completed
• Remain knowledgeable of changing industry initiatives and educate clients continually through presentations

2. Human Resource Management

• Conduct semi-annual performance appraisals and provide regular feedback based on goals for direct reports
• Participate in the interview and selection process for job applicants, assist new staff members in learning job specific tasks
• Organize and perform the cross-training of staff to ensure all team members have a strong understanding of all aspects of the Transaction Processing and Cash function.
• Work with Team Manager to address the training needs of the group
• Develop training plans for all staff members and ensure that mid to long term career plans are in place for all staff members
• Ensure succession planning and Team coverage is treated as a key function

3. Risk Management

• Ensure all procedures are kept up-to-date and follow internal Risk guidelines
• Identify any gaps in current process or improvements needed and remediate as necessary
• Identify and eliminate any unnecessary manual tasks, replace with automation
• Issue/Error Ownership - escalate, track and resolve issues. Identify preventative measures to prevent re-occurrence

Education level and/or relevant experience(s)

• BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
• Minimum of 6 years of Transfer Agency experience with 3 years of which must be in a similar function
• Prior experience working in a client servicing focused work environment
• Minimum of 2-3 years supervisory experience required.

Knowledge and skills (general and technical)

• Experience in planning, initiating, and following through to meet objectives
• Ability to coordinate across departments/functions when needed to handle specific client requests
• Ability to identify, recommend and implement improvements to existing processes
• Attention to detail and proven ability to handle complexity
• Ability to work effectively under pressure and demonstrate initiative
• Proven ability to communicate effectively both verbally and in writing
• Proven ability to adapt to change and problem solving
• Proficiency with MS Office applications such as Word, Excel and PowerPoint. Experience with Access, Project, VBA for Excel or Access a plus (not required)
• Working knowledge of Multifonds (MFGI) is desirable but not essential
• Working knowledge of STP platforms such as Calastone, EMX, Fundsettle and Clearstream.
• Some (infrequent) travel may be required.

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia.

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.