Transfer Agency - Dealing - Senior Associate Level 1

Apex Group

Pune, India
**
Processing financial & non-financial transactions
Client and investor document management
Regulatory requirements
** Apex Group is seeking a Senior Associate Level 1 for their Transfer Agency Department in Pune, India, focusing on providing fund administration services. The role involves processing financial and non-financial transactions, ensuring compliance with regulatory requirements, and supporting the team in a 24/7 environment. **

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.
  • Apex Group will work to supercharge your unique skills and experience, offering the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

Matching Summary

Match Score: 75

** Apex Group is seeking a Senior Associate Level 1 for their Transfer Agency Department in Pune, India, focusing on providing fund administration services. The role involves processing financial and non-financial transactions, ensuring compliance with regulatory requirements, and supporting the team in a 24/7 environment. **

Skills & Requirements

Must-have

  • processing financial & non-financial transactions
  • client and investor document management
  • regulatory requirements
  • work independently and as a team player
  • understand and handle complex queries
  • strong domain knowledge in TA business

Nice-to-have

  • positive disrupter
  • innovative ideas for process enhancements
  • supercharge your unique skills

Key Requirements

  • flexibility to work in 24*7 environments
  • ability to support, guide & train other team members
  • ability to understand & handle complex queries
  • strong domain knowledge is essential & understanding of TA business
  • well versed with preparation and review of SOPs/Process flow charts
  • ability to identify & implement various process control
  • good understanding of regulatory and audit requirements
  • ability to prioritize multiple tasks by utilizing effective time management skills

Work Rights

Not specified

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