Supervisor – Transfer Agency

Apex Group

Not specified (assumed to be on-site based on job responsibilities).
Strong shareholder services experience
Aml kyc fatca crs adherence
Fund legal structures understanding
Apex Group is seeking a Supervisor for its Transfer Agency department, responsible for overseeing daily operations, managing client relationships, and ensuring compliance with regulatory requirements. The ideal candidate will possess strong leadership skills, a deep understanding of fund administration, and the ability to foster a positive team environment

Job Summary

  • The role involves overseeing day-to-day operations including transaction processing, client liaison, and key control functions for the Transfer Agency.
  • Candidates must enforce internal procedures while adhering to strict regulatory requirements such as AML, FATCA, and CRS.
  • The position offers the opportunity to lead a global team of over 13,000 employees in a culture that encourages being a positive disrupter.

Matching Summary

Match Score: 85

Apex Group is seeking a Supervisor for its Transfer Agency department, responsible for overseeing daily operations, managing client relationships, and ensuring compliance with regulatory requirements. The ideal candidate will possess strong leadership skills, a deep understanding of fund administration, and the ability to foster a positive team environment.

Skills & Requirements

Must-have

  • Strong Shareholder Services experience
  • AML KYC FATCA CRS adherence
  • Fund legal structures understanding
  • Offshore and onshore fund knowledge
  • Team management and development

Nice-to-have

  • Change management champion
  • Solution focused mindset
  • Flexible and adaptable approach
  • Continuous improvement drive
  • Positive working environment creation

Key Requirements

  • Strong leadership skills with demonstrated ability to drive change
  • Detailed understanding of fund structures and administration business
  • Proven record in dealing with AML/KYC/FATCA/CRS

Work Rights

Not specified

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