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Apex Group is seeking a Senior Associate Level 1 for its Transfer Agency Trade Processing Team, responsible for fund administration services. The ideal candidate should have 5-10 years of relevant experience in transfer agency processing, strong analytical skills, and the ability to work in a fast-paced environment.
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Job Summary
The Transfer Agency Department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions.
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.
We offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
Matching Summary
Match Score: 75
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Apex Group is seeking a Senior Associate Level 1 for its Transfer Agency Trade Processing Team, responsible for fund administration services. The ideal candidate should have 5-10 years of relevant experience in transfer agency processing, strong analytical skills, and the ability to work in a fast-paced environment.
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Skills & Requirements
Must-have
Transfer Agency processing experience
Process financial & non-financial transactions
Resolve problems within defined procedures
Work independently and as a team player
Identify process gaps and troubleshoot
Understand and handle complex queries
Understand regulatory and audit requirements
Nice-to-have
Support, guide & train other team members
Provide innovative ideas for process enhancements
Positive disrupter and turn big ideas into bold realities
Key Requirements
5-10 years of relevant experience
Bachelor’s Degree in Commerce is desired
Prior Transfer Agency processing experience is required