Vice President, Transfer Agency

Apex Fund Services

Mississauga, Ontario, Canada
Base: cad $95,000 - $110,000; bonus/equity: market...
4 days onsite
Transfer agency procedures
Regulatory aml requirements
Operational risk framework enhancement
Apex Fund Services is seeking a Vice President for its Transfer Agency team in Mississauga, Ontario. The role focuses on overseeing operations, ensuring compliance with regulations, and enhancing service delivery for a range of fund types, while fostering a collaborative and innovative work culture

Job Summary

  • The Vice President will be responsible for the day-to-day duties of the team, ensuring client deliverables are met in a timely and correct manner.
  • Key responsibilities include reviewing controls and procedures, identifying process improvements, monitoring operational risk, and managing international client relationships.
  • The role requires a strong understanding of fund legal structures, fund administration business, and demonstrated leadership skills to drive change.

Matching Summary

Match Score: 85

Apex Fund Services is seeking a Vice President for its Transfer Agency team in Mississauga, Ontario. The role focuses on overseeing operations, ensuring compliance with regulations, and enhancing service delivery for a range of fund types, while fostering a collaborative and innovative work culture.

Salary

Base: CAD $95,000 - $110,000; Bonus/Equity: market competitive variable uncapped compensation; Benefits: Not specified

Skills & Requirements

Must-have

  • Transfer Agency procedures
  • Regulatory AML requirements
  • Operational risk framework enhancement
  • Investor Services/Transfer Agency team management
  • Transfer Agency systems knowledge
  • FATCA knowledge
  • Fund governing documents understanding

Nice-to-have

  • Positive disrupter mindset
  • Entrepreneurial skills
  • Adaptability to changing priorities
  • Interpersonal skills for relationship development

Key Requirements

  • 5+ years of experience managing an Investor Services/Transfer Agency team
  • Up to date AML/KYC knowledge
  • Up to date FATCA knowledge
  • Strong leadership skills
  • Demonstrated ability to manage complex projects

Work Rights

Not specified

Tailored Resume

Cover Letter