Back office - Transfer Agent (M/F)
Luxembourg, LU
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Sofitex Talent Recruitment

Fort d'une expérience de plus de 30 ans dans les Ressources Humaines, Sofitex est un réseau international de Travail Temporaire et de Placement en CDI.

Sofitex fonde sa dynamique et son succès sur le professionnalisme de ses équipes, sa forte réactivité et sa proximité.


For one of our clients, a financial institution located in Luxembourg city center, Sofitex Talent is currently looking for several

Transfert Agent (M / F)

Your tasks :

  • Check client queries to prepare future investments into funds or transfer of holdings;
  • Manage the daily tasks dedicated to the team to ensure timely and accurate completion;
  • Analyze and investigate both internally and with Transfer Agents the Reconciliation breaks that are brought to the attention of the team to take the necessary actions and solve the breaks;
  • Understand the orders processing within the fund prospectus to provide main information to DATA team and complete an accurate database (Transfer Agent / fund Company );
  • Prepare Application Forms / Stock Transfer Forms requested by TA : for account opening / transfer free of payment;
  • Input instructions of transfer / account parameters in the system ;
  • Handle TA Queries and communication : documentation, AML / KYC, updates, contract Notes, general fund information, etc;
  • Follow up the process / queries and provide with a regular feedback to clients / client service;
  • Ensure a good communication with client service and Transfer Agents for internal or external queries within a reasonable timeframe to offer a high-quality level of service;
  • Develop swift connectivity with Transfer agents to speed up financial transactions (Straight through processing);
  • Contribute to work effort with different teams : dealing / client service / Data / Reconciliation; etc;
  • Profile

  • Bac + 2 in Financial services or similar;
  • 2-year experience minimum in a similar function;
  • Excellent written and spoken English. French and / or other languages is a plus;
  • Good knowledge of Transfer Agency industry;
  • Analytical and investigation skills

  • Able to adapt to different situations;
  • Reliable, Flexible and Dynamic;
  • Positive attitude and team player;
  • Excellent presentation and strong communication skills;
  • Strong organizational skills;
  • Able to prioritize effectively and multi-task;
  • Very good command of Microsoft Office (Word, Excel and PowerPoint);
  • This is an opportunity for a 9-month CDD, to start asap

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