Head of Transfer Agent (M/F)

Fundamentals is an independent specialised professional of financial sector which provides a wide range of financial services including domiciliation, corporate secretarial and accounting services, fund administration and services, directorship of companies, tax compliance, and company winding-up assistance. We are here to customize solutions to help you thrive in the dynamic world of finance.

Our success is built on strong relationships, driven by our continued commitment and dedication. We firmly believe that satisfied clients are our greatest achievement.

Our corporate culture is centered around innovation, collaboration, and inclusivity, empowering our employees to contribute their unique perspectives. Our workplace embodies transparency, open communication, and a shared pursuit of excellence, inviting you to join a team where growth and collaboration are central to our ongoing success.

We are looking for a Head of Transfer Agent (M/F) on a permanent contract.

As a head of Transfer Agent, your responsibilities include overseeing the following areas in the management of transfer agency services for Luxembourg-based companies.

• Assistance in the development of procedures and policies in accordance with CSSF circulars and relevant national and European legislation.
• Supervision of team members and coaching of junior staff.
• Implementation of a robust AML framework to ensure investor KYC requirements are met at registration and adequately reviewed according to their risk classification.
• Coordination and participation in the daily deliverables of the transfer agency and operations management.
• Establishment and updating of effective systems, resources, structure, and expertise to support current and projected activity levels related to the Transfer Agency.
• Promotion of the company’s activities, particularly the Transfer Agency, to existing and future clients.
• Review of transactions: subscription, redemption, transfer, and conversion orders, as well as merger events, equalizations, and dividend distributions.
• Onboarding and ongoing review of new clients and investors.
• Verification of the updating of shareholder registers, cancellation and issuance of certificates, and distribution of dividends.
• Implementation, management, and optimization of the Domos software.

Your qualifications:

• Diploma in Law or very strong knowledge of Luxembourg corporate law
• 7-8 years of professional experience in a similar role
• Excellent written and verbal English communication skills.
• Excellent proficiency in KYC (Know Your Customer)
• Strong interpersonal and teamwork skills
• Proactive and initiative-driven
• Organized and methodical approach
• Effective task prioritization and workload management
• High level of autonomy
• Excellent communication skills, flexible and real ability to manage

We offer:

• Quality internal training and professional development opportunities
• An entrepreneurial work environment focused on collaboration
• A challenging role within a growing organization
• Flexible work schedules
• A multicultural environment that values diversity and innovation

You recognize yourself in this job description?

Don't hesitate to send us your application via Moovijob.com.