A Transfer Agent Representative will be responsible for maintaining a complete set of Transfer Agent records and meeting the daily, weekly and monthly reporting requirements for clients.

- Input of the shareholders instructions on the transfer agency system

- Preparation of the shareholder reporting (dealing confirmations, monthly statements)

- Ensure adherence to all established procedures and controls (i.e. signature check, signature limits, account numbers, money laundering prevention, banking secrecy, …)

- Communicate professionally and constructively to effectively address and resolve issues with other sections and departments

- Preparation of the monthly management reports

- Update procedures as needed Senior Level

- Build/maintain an excellent relationship with the customers and their shareholders

- Review responsibilities towards TA Representatives

- Handling client queries whilst maintaining excellent client relationship

- Support the TA Supervisor in daily work - Act as leading example towards TA Representatives based on TA experience / knowledge

Your profile

- At least three years college degree in business related fields

- Strong aptitude for numbers, accuracy and organization

- Desire to provide client service

- Ability to work quickly, accurately and to deadlines

- Ability to communicate to all levels

- At least 1-2 years (3-4 years for senior level) of relevant experience in a similar field

- Fluent in English – French & German is an asset

- IT Skills: Excel, Word.