About us

Looking for your next challenge? Allfunds (AMS: ALLFG) is a fast-paced, dynamic, Wealthtech leader with 17* offices around the globe and our employees are the best at what they do. We have a relentless passion for quality and a drive to keep ahead of the competition. We also have a strong business foundation built by experts over 20 + years ago, with the flexibility and agility of start-up. As a Wealthtech, Allfunds blends our wealth management expertise with the innovation and creativity of a fintech. We have over €1.7 trillion assets under administration and are the leading B2B platforms for the fund industry. We built and continue to evolve a digital ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data analytics, regulatory solutions, ESG tools, blockchain, and alternative investments. Founded in Madrid in 2000, Allfunds offers international opportunities, a commitment to work-life balance, competitive benefits packages including flexible holidays, and continued training and development. This is under-pinned by our values to have a positive social impact on the markets in which operate. If you are open to new prospects, an adaptable professional, and enjoy collaborating with diverse and inclusive people, then Allfunds is the place for you.

*Brazil, Chile, Colombia, France, Hong Kong, Italy, Luxembourg, Miami, Poland, Shanghái, Singapore, Spain (Madrid/Valencia), Sweden, Switzerland, United Arab Emirates and United Kingdom.

Our purpose

Our purpose is to transform the WealthTech industry. Allfunds. is achieving this through a deep commitment to quality and outstanding human capital, by providing the best service for our clients, and by creating value for all our stakeholders. For our employees. We believe that our people’s talent is what creates our world-class service. Allfunds' employees are high performers and team players who live our core values. We encourage them to grow professionally and personally, and to stretch themselves to achieve their goals.

What you will find when working at Allfunds

We believe in:

• All for Excellence All of our experience and expertise, along with the passion we put in everything we do. So, our clients, employees, and partners can count on us for the best services.

• All for Accountability We always looking to make a difference through our transparent and responsible attitude towards people and society.

• All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.

• All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, accompany them on their journey, and inspire them to reach their dreams.

If you believe you match these values, we look forward to meeting you.

Diversity, Equity and Inclusion

For Allfunds, Human Capital is at the heart of the company’s strategy and results, as well as part of our ESG strategy. DEI, represents the acronym of Diversity, Equity and Inclusion and how we understand it within our group. For Diversity Allfunds includes ways in which people differ, encompassing the different characteristics that make one individual different from another. For Equity Allfunds encompasses the policies and practices used to ensure fair treatment, opportunity, and advancement for all employees. For Inclusion Allfunds creates a working environment in which any individual can be and feel welcomed, respected, supported, and valued. Through DEI, Allfunds fosters a culture that recognizes and minimizes bias.

Sounds interesting? Please take a closer look...

Key Responsibilities

• Manage the end-to-end TA fund account opening process.

• Ensure timely and accurate processing of account opening requests.

• Coordinate with Client Services Teams and Transfer Agents across locations.

• Act as a point of contact for account opening queries and escalations.

• Monitor workflows, service levels, and operational performance.

• Manage incidents and ensure timely resolution.

• Provide regular updates and reporting to stakeholders and management.

• Identify and support process improvement and automation opportunities.

• Collaborate with cross-functional teams to enhance client experience.

• Promote teamwork, knowledge sharing, and operational excellence.

Qualifications & Skills

• Degree in Finance, Business Administration, Economics, or a related field.

• Experience in Transfer Agency and fund account opening processes.

• Knowledge of TA account opening regulations and controls.

• Strong communication and stakeholder management skills.

• Excellent teamwork and collaboration abilities.

• Strong analytical and problem-solving skills.

• Ability to work effectively in a fast-paced, international environment.

• Experience with process improvement and automation is an advantage