Transfer Agency - Dealing - Senior Associate Level 1
Apex Group Ltd
Pune, India
On-site
Processing financial and non-financial transactions
Identify and resolve process problems
Client and investor document management
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions
Job Summary
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions.
This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met.
At Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Matching Summary
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions.
Skills & Requirements
Must-have
Processing financial and non-financial transactions
Identify and resolve process problems
Client and investor document management
Work in 24*7 environments
Strong domain knowledge in TA business
Understand and handle complex queries
Nice-to-have
Support, guide, and train team members
Identify process gaps and troubleshoot
Provide innovative ideas for process enhancements
Be a positive disrupter
Key Requirements
Senior Associate Level 1
Experience in Transfer Agency business
Understanding of regulatory and audit requirements