Senior Associate Level 1

Apex Group

Multiple Locations
**
Transfer agency processing experience
Process financial & non-financial transactions
Resolve problems within defined procedures
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

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