Transfer Agency Deputy Manager

Permanent contract|Ireland|Other job functions

Transfer Agency Deputy Manager

 Ireland  Permanent contract  Other job functions


Description of the Business Line or Department

Societe Generale Securities Services (SGSS) has been active in Ireland for 20 years and is a leading player in servicing Irish domiciled and offshore collective investment vehicles. We act locally as fund administrator and depositary for a wide range of international clients who manage schemes from UCITS to AIFs including private equity and real estate structures, hedge funds and special purpose vehicles.

Summary of the key purposes of the role

Reporting to the FPS Head of Operations with strong interactions with senior management, the Transfer Agency Deputy Manager is responsible for, amongst other things:

   Managing the Transfer Agency team with a focus on leadership, governance, client relationships and resource management

   Managing the day to day activity of the team ensuring a high level of client service

   Overseeing the legal and regulatory environment with specific focus on Anti Money Laundering (AML) /Tax regulations and their implementation within the Transfer Agency perimeter;

   and, implementing and maintaining robust processes for the function covered.

Summary of responsibilities

   Supervise the day to day activity of the team to ensure completion of key tasks such as dealing registration and reconciliation, fostering a positive attitude, leading by example and prioritising client and investor service

   Actively control risks in the area, identifying and implementing strong controls and procedures to mitigate

   Build a strong relationship with clients, enhancing the commercial relationship and ensuring client satisfaction

   Meet with clients for performance reviews, present the TA team processes to prospective customers and ensure a client focus throughout the team

   Oversee the process of on boarding new clients, reviewing client set-up requests and legal documentation and ensure that all funds are set up in TA systems in accordance with the rules of the fund

   Participate in governance of outsourced activity, including supervising service providers, conducting onsite reviews, reviewing and implementing SLAs, monitoring KPIs and joining quarterly and annual steering committees

   Ensure governance is running smoothly, minute meetings and ensure actions are logged to ensure proper tracking until resolution

   Act in support of the Head of TA in completion of governance and regulatory tasks

   Be a key contact point for auditors, ensuring successful implementation of controls and facilitating queries

   Actively monitor the regulatory environment for changes to regulations and guidelines, conducting associated gap analysis on current processes and improving as necessary

   Work with other departments such as Fund Accounting, Trustee, Custody and Finance to ensure a high level of support/service for the clients

   Provide explanations / training on guidance defined on regulatory requirements (both internal and external)

   Attend industry events relating to AML and TA, monitoring communication from the Central Bank, review updated guidelines or industry papers and transposing any updates to company policy and procedures

Profile required




Very good knowledge in the following fields would constitute a definite asset for this role:


   Ability to effectively manage a team

   Excellent organisation skills & time management

   High level of multi-tasking

   Excellent analytical skills with strong attention to details

   Strong ability to understand, address, manage and resolve issues

   Must have independent critical thinking and decision-making abilities

   Ability to effectively communicate both verbally & in writing




   At least 3-5 years’ experience in a management or supervisory position

   Excellent command of English. Any other language especially French would be an asset

   Comprehensive knowledge of local regulations, including but not limited to, the Criminal Justice Act 2018, Irish withholding tax, EU Savings Directive, Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standards (“CRS”).

   Proactive and communicative with an ability to take initiative and assume responsibility

   Knowledge of Multifunds TA software would be an asset

   Strong communication skills - oral, written and presentation

   Very good analytic skills

   Goal and solution-oriented behaviour

   Strong organization skills and quality focused

   Ability to work under pressure

   Conscientious and accurate working attitude

   Team player mentality along with a detail-oriented, proactive approach to work

   Open-minded and capable of building productive working relationships


   Previous management or supervisory experience in a financial service environment is an advantage

   A sound working knowledge and understanding of traditional and alternative investment fund administration

   A full appreciation of the Irish and non-Irish fund regulatory environment - especially in relation to the regulations applying to fund administration.


Degree required – preferred finance.


   Fluent English essential; knowledge of French language an advantage

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 20000N3I
Entity: SG CIB
Starting date: 2020/12/14
Publication date: 2020/10/21