The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Transfer Agency–Senior Associate
RoleLocation:Guernsey, Channel Islands
Department:Fund Administration
Employment Type:Permanent, Full Time
The Role & Key Responsibilities
Supporting the Team Manager in ensuring the efficiency of the section and that all processes undertaken are in line with the Company’s procedures. Acting as a guide for junior members of staff within the team and executing the duties of the role diligently and professionally. Building friendly and interpersonal relationships at all levels and undertaking responsibility for a portfolio of the company’s clients.
Understand and interpret the Fund’s documentation and the relevant legal framework,regulationsand anti-money laundering regulations
Follow Company proceduresat all times
Assistin controlling and co-ordinating workloads in the section.
Assistwith theday to daywork and training of Administrators both locally and in Centres of Excellence
Assistwith overseeing quality and control and meeting time deadlines
Ensure work is undertakenin accordance withthe company’s procedures & check lists and meets deadlines.
Assistin ensuring all outgoing correspondence, calculations and presentation of work is of the highest standard.
Liaise confidently and knowledgably with clients
Assistwith the smooth running of theInvestment, andCall and Distribution process.
Bookkeeping and review ledgers regularly.
Liaise with key personnel in client groups to ensure that all operational issues are communicated effectively.
Assistwith ensuring all client requests are responded to effectively
Communicate any client related issues of concern to the section’s Line Manager
Attend andparticipateactively in regular team meetings.
Make positive suggestions as to how effective changes can be made to improve the procession of workflow.
Assistwithmaintainingon-going review and updating of procedures for the Company.
To manage workloads effectively and efficiently.
Ensure the compliance monitoring of the Funds are adhered to byall ofthe team.
May act as a Signatory
Skills Required
Proactive approach to problem solving
A confident manner and the ability to communicate with clients effectively
A flexible approach to work andgood timemanagement skills
A strong teamplayer with a commitment to deliver outstanding client service
An ability to work on own initiative anddemonstrateleadership and supervisoryskills towards less experienced staff.
An ability to work under pressure.
Strong IT skills
General knowledge of banking systems
Target Vocational Qualifications – ICSA, IDFA, AAT, CAT or similar
Disclaimer Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
