Transfer Agent | Become the technical expert
Published on 12/12/2024
Austin Bright
- Luxembourg, Capellen, Mamer
- Accounting / Controlling / Tax
- Finance
Working time
Type of contract
Spoken languages
Professional experience
Educational level
Austin Bright is working with our client, a human-sized service provider with a team of 40, located near the Belgian border, to recruit a Technical Lead in the Transfer Agent (TA) field.
The company offers a convenient location with parking facilities available, making commuting easier. The work environment is friendly, with regular lunches and team-building activities such as midday runs and participation in events like the ING Marathon. The company promotes a healthy work-life balance with minimal overtime.
Key responsibilities:
- Oversee and ensure the timely and accurate processing of client documentation and account openings/updates.
- Conduct risk assessments and periodic reviews of investors.
- Coordinate and manage the onboarding of new investors and transactions.
- Produce shareholder reports for both internal and external purposes.
- Serve as the main point of contact for investor relations, addressing queries from clients, investors, AIFMs, RCs, banks, and auditors.
- Build and maintain strong relationships with clients and their shareholders.
- Optimize transfer agency processes and implement new regulations into procedures.
- Take responsibility for FATCA and CRS reporting.
Your profile:
- At least 5 years of experience as a Transfer Agent, with solid expertise in AIF funds.
- Strong interpersonal skills, enabling close collaboration with investors.
- Fluency in English is required (French is a plus).
- Familiarity with Excel and Paxus is an advantage.
- Ideally, knowledge of AML/KYC and FATCA/CRS reporting.
- A relevant degree is required.
What Our Client offers:
- A friendly work environment with a focus on team spirit.
- Flexible working hours (start between 7 AM and 10 AM) and remote work options.
- Limited overtime, promoting a healthy work-life balance.
- Meal vouchers worth 15€.
- Competitive salary of up to €80K gross annually, based on experience, plus bonus.
