Transfer Agent - Investor Services
- תל אביב בית שמש
- משרה קבועה
- משרה מלאה
- Serve as a primary point of contact for investor-related queries across assigned funds.
- Review and process investor documentation, including AML/KYC checks, in compliance with regulations.
- Collaborate with internal teams to onboard new investors and support ongoing investor lifecycle processes.
- Communicate clearly and professionally to ensure client deliverables and deadlines are met.
- Maintain up-to-date knowledge of fund structures, timelines, and documentation.
- Prioritize and organize tasks effectively, ensuring attention to detail and follow-through.
- Work efficiently under pressure and manage tight deadlines without compromising accuracy or service quality.
- Native Hebrew speaker; strong English proficiency preferred.
- Bachelor's degree related field preferred; relevant work experience needed.
- Strong client service orientation with clear verbal and written communication skills.
- Ability to thrive in a fast-paced, deadline-driven environment and perform well under pressure.
- Collaborative mindset with the ability to resolve issues and meet tight timelines.
- Excellent organization, prioritization, and problem-solving skills.
- Proficiency in Microsoft Excel, Word, and Outlook.
- Experience in fund administration, investment operations, or financial services is an advantage.
- A unique opportunity to join a growing global organization.
- Cross-functional and cross-jurisdiction exposure, including collaboration with senior management.
- A supportive, dynamic team environment with opportunities for growth.
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