Senior Transfer Agent

Kepler SearchLuxembourg🇱🇺LuxembourgPosted 8 Sept 2026

Why This Role Stands Out

This on-site Senior Transfer Agent role at a respected financial institution offers a fantastic opportunity to refine your expertise in investor relations and fund operations. You'll thrive here if you have a minimum of three years in transfer agency, a keen eye for detail, and a commitment to delivering exceptional client service. Apply now to contribute to a dynamic team and advance your career in finance.

Quick Overview

Seniority

Mid Senior

Employment type

Full Time

Work mode

On Site

Location

Luxembourg, Luxembourg

Microsoft Word

Job Description

Senior Transfer Agent

Luxembourg, Luxembourg (On-site)

Kepler search is currently working with a well-respected financial institution who are hiring for a Senior Transfer Agent to join them as a consultant. You will be responsible for processing investor dealing instructions, fund events and supporting client-specific projects while delivering a reliable, client-focused service.

Key Responsibilities:

Process transactions received from investors and respond to both internal and external queries.
Assist the Transfer Agency team and business in delivering a fully reliable and client-focused service.
Maintain accurate processing of investor dealing instructions.
Prepare and deliver daily, monthly and ad hoc reports.
Respond to and resolve queries from clients and investors in a timely and professional manner.
Process and manage fund events accurately and in accordance with established procedures.
Complete archiving of investor and client documentation, ensuring a full audit trail for subsequent retrieval participation in client-specific projects.

Experience Required:

Minimum 3 years experience working in Transfer Agency within the financial services.
Fluency in English required.
Proven working experience working with Microsoft word and Excel.

(Please note applicants must have the right to work in Luxembourg)