Transfer Agency Manager

Permanent contract|Dublin|Other job functions

Transfer Agency Manager

Dublin, Ireland Permanent contract Other job functions


Description of the Business Line or Department

The Fund Processing Services (SGSS/FSO/FPS) department, which is part of the Fund Services Operations Division, is responsible for fund distribution and fund record keeping management. The teams of the fund distribution and registrar management channel are responsible for the securities position reconciliation service, and the order-passing service.

Summary of the key purposes of the role

Reporting to the Head of FSO Operations with strong interactions with senior management, the Head of FPS Operations 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

  • Primary responsibility for overseeing TA department (dealings, AML, reporting ...etc.)
  • Ensure that the team operates efficiently, adheres to procedures and internal checks and sign off within required timelines
  • Ensuring consistency of controls, procedures and processes across the department.
  • Coordinate ISAE 3402 certification / audit review with the appointed auditors.
  • Proactive management of internal & external stakeholder relationships & related metrics / KPIs.
  • Prepare monthly activity report to management.
  • Consistent high level of support across the department to ensure quality of service.
  • Seek opportunities to enhance the quality of client services & the productivity of the TA process.
  • Ensure that the department delivers quality services to clients in a controlled manner
  • Maximising client satisfaction and service quality whilst maintaining a stable and controlled service model across the multiple client relationships.
  • Proactive relationship management, ensuring Service Level Agreement standards are met. 
  • Effective management of people, ensuring that all employees within the team have clear annual goals and objectives
  • Keep up to date on any technical and regulatory developments within the business.
  • Manage / mitigate risks related to the activity (operational risks, regulatory risks ...etc.).
  • Ensure that risk issues (both current and emerging) are escalated promptly to management
  • Project management: continuously initiate & drive process enhancements.
  • Actively participate to fund launches and the on-boarding of new clients
  • Represent TA at both internal and external client related meetings, in an active and engaged manner promoting the strategic objectives of the business

Profile required


  • 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
  • Charismatic approach to building team spirit and business relationships
  • Good knowledge of Transfer Agency processes & activities
  • Good knowledge of AML requirements, local regulations, tax including Irish withholding taxes, EU Savings Directive, Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standards (“CRS”).
  • Excellent organisation skills & time management.
  • High level of multi-tasking
  • Ability to effectively communicate both verbally & in writing
  • Ability to manage a team and develop/mentor less experienced staff
  • Practical experience of process reviews and re-engineering


  • 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: 210003P2
Entity: SG CIB
Starting date: 2021/04/05
Publication date: 2021/02/05