Transfer Agent Dealing Senior Specialist with German @ Antal
(práce v Polsku)

Transfer Agent Dealing Senior Specialist with German @ Antal

Polsko

Experience:

• 3 to 5+ years of professional experience in financial services, investment funds, banking, or related sectors.
• Good knowledge of German (B2) and very good English (B2/C1)
• Strong teamwork and collaboration skills
• Client-focused mindset
• Decision-making ability under pressure
• Excellent communication skills – both oral and written
• Analytical thinking and continuous improvement approach
• Ability to develop, adapt, and optimize operational processes
• Understanding of Operational Risk
• Experience in Data Processing
• Familiarity with Transaction Processing and Data Capture

Why Join Us?

• Clear expert career path
• Opportunity to contribute to automation and efficiency projects
• Work in an international environment — close collaboration with the German team
• Full-time employment contract.
• Hybrid work model.
• Benefits: Private Medical Healthcare, Life Insurance, Sport Card, Trainings, co-financed language courses, professional certifications and post-graduate studies, Employee Pension Plan, Lunch Card, Cafeteria Platform.

,[Ensure that operational controls and investor orders are accurately processed in line with the Client’s Service Level Agreement (SLA) and within the scheduled timeframe., Guarantee that day-to-day reporting, including prediction reports and Cash Flow Forecasts, is delivered to Portfolio Managers to support sound investment decision-making., Respond to escalations received from the Client and Investors in a professional, high-quality manner, ensuring a high level of customer satisfaction., Maintain and regularly review process checklists to ensure they are aligned with current operations, allowing dealing agents to efficiently execute daily tasks., Share knowledge across the team by organizing business-related training sessions and onboarding new joiners, ensuring operational know-how remains at the highest possible level., Analyze and challenge existing processes with a view to implementing enhancements, increasing efficiency, and mitigating operational risk., Lead or contribute to business-related projects across departments aimed at technological development and process improvement in the Transfer Agency function.] Requirements:

Kategorie

finance

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