Job Role
We are seeking a Transfer Agency professional to oversee the day-to-day operations of our team. Key responsibilities include accurate and timely processing of investor-related activities, coordinating investor onboarding, and ensuring the accuracy and completeness of the investor register.
* Oversight of transfer agency operations, guaranteeing accurate and timely processing of all investor-related activities.
* Coordination of investor onboarding and continuous due diligence in accordance with regulatory requirements and internal policies.
* Ensuring the accuracy and completeness of the investor register and related documentation, including proper handling of investor communications and reporting.
* Act as a key point of contact for clients, investors, auditors, and internal stakeholders, addressing inquiries related to investor transactions, documentation, and account maintenance.
* Participation in training and development of junior staff, promoting a culture of excellence, compliance, and client orientation.
Your Profile
To be successful in this role, you will need:
* 3 to 5 years of relevant experience in a transfer agency or investor services function within the fund industry.
* Solid knowledge of fund operations and relevant regulatory requirements (AML/KYC, AIFMD).
* Attention to detail with excellent organisational and communication skills.
* Fluency in English; proficiency in French or any other language is considered an asset.