Team Leader Transfer Agency

The Apex Group

Sydney, Australia
Lead a team of account managers
Manage client relationships and deliverables
Ensure regulatory and client reporting deadlines
The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over circa 13,000 employees across 112 offices worldwide

Job Summary

  • The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over circa 13,000 employees across 112 offices worldwide.
  • The role ensures the delivery of high quality and accurate services to key clients by working closely with offshore teams and managing client relationships.
  • Employees receive competitive remuneration, training and development opportunities, and the chance to be part of an expanding global business.

Matching Summary

The Apex Group is one of the world’s largest fund administration and middle office solutions providers with over circa 13,000 employees across 112 offices worldwide.

Skills & Requirements

Must-have

  • lead a team of account managers
  • manage client relationships and deliverables
  • ensure regulatory and client reporting deadlines
  • quality assurance on transfer agency operations
  • manage compliance requirements and remediation
  • offshoring processes and transformation experience

Nice-to-have

  • training and procedure documentation
  • project assistance and management reporting
  • working with internal and external stakeholders
  • handling client escalations timely

Key Requirements

  • Tertiary qualified in Business / Commerce / Finance
  • 4+ years operational experience in unit registry and fund services
  • Previous team management experience
  • Experience with offshoring processes and transformation

Work Rights

Not specified

Tailored Resume

Cover Letter