Administrator - Transfer Agency

The Apex Group

3+ years transfer agency experience
Fatca/crs classification knowledge
Investor documentation verification
The Administrator will review and authorize all investor instructions while ensuring validation of static and transactional data in line with fund rules

Job Summary

  • The Administrator will review and authorize all investor instructions while ensuring validation of static and transactional data in line with fund rules.
  • This role requires a full understanding of FATCA/CRS regulations to classify accounts and apply relevant reporting requirements accurately.
  • Candidates must possess strong domain knowledge of Transfer Agency businesses and the ability to identify gaps in controls to suggest process improvements.

Matching Summary

The Administrator will review and authorize all investor instructions while ensuring validation of static and transactional data in line with fund rules.

Skills & Requirements

Must-have

  • 3+ years Transfer Agency experience
  • FATCA/CRS classification knowledge
  • Investor documentation verification
  • AML compliance application
  • Investor transaction processing

Nice-to-have

  • Process improvement suggestions
  • Flexible hours capability
  • Complex query handling skills
  • Microsoft Office proficiency
  • Global team collaboration

Key Requirements

  • 3+ years Transfer Agency experience
  • FATCA/CRS self-certification review ability
  • Knowledge of AML local and global requirements

Work Rights

Not specified

Tailored Resume

Cover Letter