Supervisor Shareholder Services

  • Region: Dublin City Centre

  • Location:

  • Sector: Funds & Asset Management

  • Contract: Permanent

  • Salary:

  • Reference: 5907_1597227041

About this job

Supervisor Shareholder Services

The Supervisor will drive and supervise the day-to-day activities of the team to a high standard, including oversight of processing hubs effective delivery of standard and bespoke reporting to Client and Investors.

The Supervisor will allocate and monitor workloads along with providing guidance to team members in the accurate and timely delivery of all required tasks, as well as dealing with, and escalating matters of concern to the appropriate levels.


  • Ensure shareholder accounts are opened accurately and in a timely manner, as per procedures.
  • Ensure all Dealing activities are being completed and delivered within agreed timeframes and to a high standard.
  • Quality checking of the work and communication of team members.
  • Ensure documentation is received in good order to facilitate the accurate and timely set-up and amendments to accounts.
  • Generate standard and ad-hoc reports as requested.
  • Liaise with other TA Teams to ensure timely resolution
  • Ensure procedures and checklists are updated and adhered to.
  • Liaise with other department units to ensure a high-quality service.
  • Implement processes for team efficiencies.

What do you need to succeed?


  • Solid previous experience in Shareholder Services/Transfer Agency is essential
  • Good knowledge of the Funds industry.
  • Experience in Client management.
  • Experience in signing off on correspondence with clients.
  • AML exposure and checking procedure knowledge

Note this role will require the successful candidate to commit to a training period of 3-6 months at another European hub.

How to Apply:
For further information on this fantastic permanent job opportunity please apply with a copy of your up to date CV to Tom Guilfoyle of Lincoln Recruitment Specialists at or by calling (01) 661 0444.


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