Private Equity & Real Estate Transfer Agent Officer (M/F)

Your responsibilities

• Organise the receipt of all investor’s AML/KYC documentation;
• Chase and follow up with investors on all missing or invalid documentation received;
• Coordinate and follow up the validated documentation with the Compliance Team for final approval;
• Process the account openings and verification in the TA system;
• Maintain the investor’s accounts in the system;
• Prepare capital calls and distributions notices;
• Monitor and handle shareholders transactions and keep registers up to date;
• Handle internal and external requests in a timely manner.
  

Your profile

• Experience in a similar role;
• Strong problem-solving skills, accuracy, ability to work independently and as a part of a team;
• Proficiency in written and spoken English, French or German;
• Service orientation with excellent telephone communication skills;
• Knowledge of Private Equity/Real Estate products.