Transfer Agent - Ta Operations

Apex Group

Luxembourg City, Luxembourg
Favorable salary + benefits pyckage; not specified...
Fully remote
Luxembourg regulatory knowledge
Investor onboarding processing
Trade instruction settlement
Apex Group is seeking a Transfer Agent - Senior TA Operations to enhance its operations in Luxembourg. The role focuses on managing client fund registers, ensuring compliance with regulatory requirements, and providing support to junior team members

Job Summary

  • This role serves as a first line of defense position driving the strategic direction of the TA Operations Team within Apex Group's Luxembourg office.
  • The primary responsibility involves maintaining client fund registers up-to-date in strict accordance with Luxembourg regulatory requirements and internal policies.
  • Candidates will act as an escalation point for junior team members while ensuring zero-error outcomes through effective maker/checker controls.

Matching Summary

Match Score: 85

Apex Group is seeking a Transfer Agent - Senior TA Operations to enhance its operations in Luxembourg. The role focuses on managing client fund registers, ensuring compliance with regulatory requirements, and providing support to junior team members.

Salary

Favorable salary and benefits package; Not specified; Not specified

Skills & Requirements

Must-have

  • Luxembourg regulatory knowledge
  • Investor onboarding processing
  • Trade instruction settlement
  • Cash reconciliation and reporting
  • Fund static data maintenance
  • First-time right error control

Nice-to-have

  • Strong stakeholder communication skills
  • Experience with offshore activity oversight
  • Ability to handle complex escalations
  • Proactive capacity management
  • Audit support experience

Key Requirements

  • Good regulatory knowledge of Luxembourg funds
  • Operational best practice appreciation
  • Background check and criminal record extract required
  • Senior TA Operations experience preferred

Work Rights

Not specified

Tailored Resume

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