Overview

Join to apply for the Junior Transfer Agency Representative role at Brown Brothers Harriman.

BBH values partnership as a core approach to business and relationships. With a 200-year legacy, BBH supports professional and personal goals to help clients and advance the business. Location: Kraków. Hybrid model: 3 days in the office / 2 days for a parent of a child up to 4 years old.

Join us as a Junior Transfer Agency Representative! BBH is recruiting to join our Transfer Agency Team. In this role, you will join a dedicated team supporting clients and investors across Europe, the Americas, and Asia. Your main responsibilities, under the direction of a 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.

Responsibilities

• Processing various activities on funds in scope (e.g., 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-paced environment
• Ability to work in a team
• Ability to identify, escalate and resolve a problem

We value diverse experiences. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with a roster of sophisticated clients who rely on BBH for their challenges. We believe in delivering for our clients and each other, energizing us daily.

We believe that how we do our work is as important as what we do. We are problem solvers who value collective debate and development. We are a diverse community of smart and caring people delivering exceptional service and expert advice. No matter where you sit, everyone is empowered to contribute ideas. BBHers can contact colleagues for help, and collaboration is encouraged to expand impact beyond daily roles.

We believe stability comes from evolving with knowledge, skill, and discipline to innovate. As a private partnership, investments are in relationships and development that benefit clients and employees. Our leaders mentor to build the next generation of BBHers. Go to BBH.com to learn more about rewards and benefits, philanthropy, sustainability, and how we support you to thrive personally and financially.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Other
• Industries
• Banking, Financial Services, and Investment Management

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