Senior Transfer agent - Meritocratic Fiduciary

Senior Transfer agent – Meritocratic Fiduciary

Our partner is a growing fiduciary of over 200 employees in the Grand Duchy and has, over the past years, become an important and well-known structure in Luxembourg. Indeed, since its creation, this fiduciary has profited from a continuous development on all levels. They offer a comprehensive service to a wide range of clients on all levels (accounting, tax, payroll, transfer agency, compliance and so on).

Meritocracy is one of its main values: the goal is to support those who wish to evolve in their learning curve and career, and to offer the tools and means to achieve these objectives together.

This is why you will never have the impression of stagnating in your function. Regular evaluations are also organized to guarantee the professional growth of everyone and to ensure that everyone feels listened to. As Senior Transfer Agent, your future prospect could be Manager or even Director in the years to come, meaning that you will have a real added value in the department.

You will evolve in a particularly modern environment. We also had the opportunity to meet them in their offices and were impressed by their approach: Whether in terms of the digital tools put in place, the vision, open-mindedness with regards to flexibility and homeworking or even the offices, you will find greater comfort here than in many other structures.

Your Responsibilities | Transfer Agent – Transfer agency – Fiduciary - Finance

• As part of the team handling investment vehicles (AIF), you will be in charge of the daily management of your portfolio.
• You will serve as the main contact person for investors and respond to their inquiries. This involves processing transaction orders (e.g. transfers, redemptions, conversion) as well as dividend distributions.
• You issue and transmit records to investors, including capital notices, contract notes, convening notices (shareholder meetings), holding statements, etc.
• You secure the necessary documents from investors and initiate AML/KYT due diligence through the collection of investor application forms, AML documentation, etc.
• You initiate and oversee recurrent AML investors’ reviews.
• You liaise with auditors and follow up on their inquiries regarding investors’ documentation.
  
  

Profile and Career Path | Transfer Agent – Transfer agency – Fiduciary - Finance

• For at least 3 years, you have been evolving as a Transfer Agent in Luxembourg (in a PFS, ManCo or Big Four) and have had exposure to alternative funds.
• You communicate fluently in English, both spoken and written. French is a strong plus.
• You would describe yourself as passionate about your field and with a real eagerness to learn.
  
  

Offer | Transfer Agent – Transfer agency – Fiduciary - Finance

• You will notice, by joining this structure, that your technical level will substantially evolve as the fiduciary has the chance to assist high-level clients that are active in different fields. This is in addition to many future career prospects such as Manager or even Director in time.
• Financially, a very complete salary package is offered which contains numerous fringe benefits such as meal vouchers, a bonus, a contractual 13^th month, gym membership, pension plan, the possibility to have a leasing and 29 days off per year. Your gross salary can reach €65.000 per year depending on your experience.
• Benefit from an underground parking spot (small financial participation) or a free and spacious P+R located close to the fiduciary’s offices. Furthermore, access by public transportation is very easy.
• Have the opportunity to work with colleagues coming from all over the world as more than 30 nationalities are present in this fiduciary. To reinforce the cohesion, the fiduciary organizes several team events throughout the year as well.
  
  

Abiomis is a boutique recruitment & advisory agency specialized in the Financial and Legal fields in Luxembourg and Belgium, offering entry level to executive management positions all over the country.

At Abiomis, we value what matters most to you. We know listening is key and, in doing so, this allows us to determine together which opportunities could suit you and your criteria best. Whether you are a candidate or company, we are here every step of the way and it will be our pleasure to assist you in your evolution.

Contact us today at +352 26 38 38 50 to discuss your next career move or have a look at our current vacancies on www.abiomis.com .