Team Leader Transfer Agency

Apex Group

Sydney, Australia
Lead transfer agency team
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 a global presence and over 13,000 employees

Job Summary

  • The Apex Group is one of the world’s largest fund administration and middle office solutions providers with a global presence and over 13,000 employees.
  • This role involves leading a team to ensure high quality and accurate services to key clients while managing compliance and client relationships.
  • Employees benefit from 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 a global presence and over 13,000 employees.

Skills & Requirements

Must-have

  • Lead transfer agency team
  • Manage client relationships and deliverables
  • Ensure regulatory and client reporting deadlines
  • Quality assurance on fund transactions
  • Offshoring process experience
  • Prepare management reporting

Nice-to-have

  • Training and development opportunities
  • Work closely with internal stakeholders
  • Assist on Transfer Agency projects
  • Support team training and documentation

Key Requirements

  • Tertiary qualification in Business/Commerce/Finance
  • 4+ years operational experience in unit registry or fund services
  • Experience managing teams
  • Experience with offshoring processes and transformation

Work Rights

Not specified

Tailored Resume

Cover Letter