Junior Transfer Agency Representative

2 tygodni temu


Kraków, Lesser Poland Brown Brothers Harriman & Co. Pełny etat

Junior Transfer Agency Representative page is loaded

Junior Transfer Agency Representative Apply locations Krakow time type Full time posted on Posted 30+ Days Ago job requisition id 60886

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

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 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 :

  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service
  • Private medical care for you and your family
  • Life Insurance
  • Hybrid Working Opportunities
  • Professional trainings and qualification support
  • Thrive Wellbeing Program
  • Online benefit platform

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 (at least B2 level)
  • 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
About Us

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia.

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

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