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Morgan Philips Specialist Recruitment
Morgan Philips Specialist Recruitment - 74, avenue de la Faïencerie, Luxembourg, L-1510, Luxembourg

Transfer Agent Specialist F/M - Investment Management Firm

A well-established investment management firm in Luxembourg is seeking a Transfer Agent to support fund distribution and investor services. This role involves maintaining shareholder records, processing transactions, and ensuring compliance with regulatory requirements.


Key Responsibilities:

  • Process subscriptions, redemptions, transfers, and distributions efficiently.
  • Maintain and update shareholder registers with accuracy.
  • Ensure compliance with Luxembourg regulations and internal policies.
  • Serve as a point of contact for investors and clients, handling inquiries professionally.
  • Prepare and distribute reports to clients and regulatory bodies.

Qualifications:

  • 2-5 years in transfer agency or a related field within investment services.
  • Bachelor's degree in finance, business administration, or a related field.
  • Familiarity with transfer agency systems and fund distribution processes.
  • Fluency in English; additional languages are a plus.
  • Strong communication, attention to detail, and a client-focused approach.

 

If you are interested in this position, please send your application to Jeanne Guériaux. Your application will be treated with full confidentiality.

circleInformations

Permanent

20/02/2025

74, avenue de la Faïencerie

Bachelor

FullTime

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