transfer agent



Current location


Work category

Admin and Clerical



Profile Activity

A proven professional with 20 years work experience. I have strong skills in office admnistration, including planning, meeting deadlines, producing accurate and quality results in a team environment. My career to date has enabled me to develop strong communications and organisational skills with an ability to take the iniative and to perform under pressure.

FionaTuomey1's Professional Experience

2007 - Present

transfer agent

From July 2007 to April 2009 I worked as a Senior Transfer Agent with Societe Generale. Duties included preparing all Banking payments from clients and ensuring there was enough money in the account to cover them. Authorising Subscriptions, Redemptions, Transfers & Switches for team members. Checking in house website for cash movements in and out of Funds. Lisising with the Paris & Luxembourg offices frequently. Logging all incoming trades via fax. Reconciling faxes against trades entered on the system. Setting up of new Funds on the system and ensuring legal documents, prospectus & bank accouonts were set up correctly.
Follow up with Anti Money Laundering Procedures. Reporting to and communicating with the Head of TA.

Key Skills
ACC Cat CLU Processing
2000 - Present

Shareholder Services Administrator

From October 2000 to July 2007 I worked as a Senior Shareholder Services Administrator with Custom House Administration & Corporate Services Ltd. Duties included processing Subscriptions, Redemptions, Transfers & Switches. Updating relevant deal sheets & following up with paperwork & check lists. Checking websits for cash movements in and out of Funds. Collection & follow up with all aspects of Anti Money Laundering documentation. Reporting daily, weekly & monthly to auditors, clients and supervisors. Producing and issuing Contract Notes, Valuation reports and Covering Letters. Informing Clients & Shareholders of NAV prices and shaareholdings. Responsible for setting up the Payments Department within the Company.

Key Skills
1999 - Present


From October 1999 to September 2000 I worked with ESB Retail in Clanwilliam House, Dublin 2.

Responsible for dealing with customer complaints and queries over the phone. Taking accurate notes of problems and using iniative to arrange repair services and inspection by engineers. Providing customers with prices and descriptions of products.

Key Skills
ACC attention to detail communication Customer Service leadership Prioritising tasks reporting information

FionaTuomey1's Education and Qualifications


Certificate - secretarial course

St. Fintina's Vocational School


second level/high school education -

St. Josephs Secondary School, Rochfortbridge

Certificate - Office Procedures

FAS Training Centre, Athlone

Certificate - Computer Applications

FAS Training Centre, Athlone

Certificate - Modern Office Applications

Institute of Technology, Tallaght

Certificate - Event Management

CMI - Communicationa & Management Institute