Location: Kraków
Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old
Join us as a Junior Transfer Agency Representative!
Brown Brothers Harriman is currently recruiting Junior Transfer Agency Representative to join our Transfer Agency Team. In this role, you will join highly dedicated team of experts supporting clients and investors across locations covering Europe, Americas, & Asia. Your main responsibilities, under the direction of dedicated Transfer Agency Supervisor, will be day-to-day processing, reporting, and liaising with clients/distributors. If you are looking for an entrepreneurial environment where you can learn and thrive, TA is the right place for you.
Some of your key responsibilities include:
Processing various activities on funds in scope (i.eg. trades, dividends, cash movements, trailer fees or rebates) on a relevant dealing day
Assessing documentation provided by investors
Updating all interested parties (internally and externally) on trading activity
Preparing daily/monthly/quarterly/annual reports within strict deadlines in line with Fund requirements
Building and maintaining an excellent relationship with the customers and their shareholders
Cooperating with colleagues from local and abroad BBH offices
Ensuring accuracy, timeliness, and completeness of all client related tasks.
Communicating professionally and constructively to effectively address and resolve issues with other sections and departments.
Ensuring adherence to all established procedures and controls (including money laundering prevention, banking secrecy).
What we offer:
To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
Private medical care
Life Insurance
Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
Professional trainings and qualification support
Wellbeing Program
Online Social Fund benefit platform
Social, sport and integration events
Onboarding Program for new hires
Desired Qualifications:
BA/BS degree in a business-related field and/or equivalent work experience/internship
Strong interest in banking area
Good knowledge of standard Office applications (MS Word, Excel, PowerPoint)
Ability to work quickly and accurately under pressure
Fluency in English is mandatory (C1)
Proven ability to communicate effectively both verbally and in writing
Aptitude for documentation management, accuracy, and organization
Strong administrative skills and ability to handle multiple tasks/requests at the same time
Adaptable to changes in a fast-pacing environment
Ability to work in a team
Ability to identify, escalate and resolve a problem
