Transfer Agency Sa

Apex Group

Anti-money laundering (aml) policies
World check pythagoras lexus-nexus screening tools
Fatca/crs reporting knowledge
The role involves performing BAU activities in the Transfer Agency department to ensure Client Service Level Agreements are consistently met

Job Summary

  • The role involves performing BAU activities in the Transfer Agency department to ensure Client Service Level Agreements are consistently met.
  • Candidates must be well versed with AML guidance for multiple jurisdictions including Cayman, Delaware, Australia, Ireland, and Bermuda.
  • The position requires working knowledge of screening tools such as World Check, Pythagoras, and Lexus-Nexus to identify and document quality review results.

Matching Summary

The role involves performing BAU activities in the Transfer Agency department to ensure Client Service Level Agreements are consistently met.

Skills & Requirements

Must-have

  • Anti-Money Laundering (AML) policies
  • World Check Pythagoras Lexus-Nexus screening tools
  • FATCA/CRS reporting knowledge
  • US tax form review W9 W8-BEN W8-IMY
  • 24*7 environment flexibility

Nice-to-have

  • Expertise in Microsoft Excel
  • Strong presentation skills
  • Positive attitude and team spirit
  • Coaching and feedback capabilities

Key Requirements

  • Working knowledge of FATCA/CRS reporting
  • Experience reviewing US tax forms
  • Ability to work in a 24*7 environment

Work Rights

Not specified

Tailored Resume

Cover Letter