Transfer Agent (M/F)

At Fundamentals S.A., we offer more than just a job, we provide the opportunity to be part of a dynamic, forward-thinking team where your talents will be recognized, your ideas encouraged, and your career growth fully supported. This is your chance to join an organization driven by innovation, collaboration, and a shared commitment to excellence in the fast-evolving financial sector.

As an independent, specialized professional in the financial industry, we offer a wide range of services, including domiciliation, corporate secretarial, accounting, fund administration, directorship, tax compliance, and company winding-up assistance. Our success is grounded in our core values: Think Bold, Act Trustworthy, and Grow Together, which guide us in delivering exceptional, tailored solutions to our clients while remaining agile and responsive to their needs.

At Fundamentals, we understand that our strength lies in the relationships we build—with our clients and within our team. Our corporate culture fosters transparency, inclusivity, and open communication, empowering each individual to contribute their unique perspectives. Growth is at the heart of our company, and it’s a continuous journey for both the organization and the people who make it thrive.

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

As a Transfer Agent, your responsibilities cover the following aspects:

• Participation in the implementation of a robust AML framework to ensure investor KYC requirements are met at registration and adequately reviewed according to their risk classification.
• AML/KYC controls of first line of defense.
• 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.
• 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.
• Migration of investors' static data into the new reference Domos software.
• Active participation in the development of functionalities in Domos software.
• Assist investors and clients with their daily requests related to Transfer Agency activities.

Your profile:

• 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

What 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

How to Apply:

If you are ready to take the next step in your career and meet the above criteria, please send your application by Moovijob.com.

If you are passionate about making a meaningful impact, thrive in a fast-paced environment, and want to be part of a company that truly values its people, we’d love to hear from you.

Join us, and together, we will continue to grow, innovate, and achieve success.