Processing financial and non-financial transactions
Investor and client 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 in order 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.
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.
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
Transfer Agency processing experience
Processing financial and non-financial transactions
Investor and client document management
Regulatory and client requirements
Process gap identification and troubleshooting
Work independently and as a team player
Handle complex queries
Nice-to-have
Positive disrupter
Innovative ideas for process enhancements
Relationship builder
Adaptability and resilience
Creative thinking and solution finding
Key Requirements
1-5 years of relevant experience
Bachelor’s Degree in Commerce (desired)
Prior Transfer Agency processing experience required