Operations Manager-transfer Agency

Apexgroup Inc

Not specified (potentially flexible or hybrid based on the nature of the role).
Anti-money laundering aml policy reviews
Ifsca and international aml guidance knowledge
Fatca/crs reporting and us tax form review
Apex Group Inc is seeking an Operations Manager for their Transfer Agency Department, responsible for ensuring quality service and compliance with regulatory requirements. The role involves performing quality reviews, providing feedback, and managing client documentation while working in a flexible environment

Job Summary

  • The role involves performing BAU activities in the Transfer Agency department to ensure Client Service Level Agreements are consistently met.
  • Candidates must be able to identify and document results of quality reviews for various entity types based on Anti-Money Laundering policies.
  • The position requires working knowledge of FATCA/CRS reporting and the ability to review US tax forms such as W9 and W8-BEN.

Matching Summary

Match Score: 75

Apex Group Inc is seeking an Operations Manager for their Transfer Agency Department, responsible for ensuring quality service and compliance with regulatory requirements. The role involves performing quality reviews, providing feedback, and managing client documentation while working in a flexible environment.

Skills & Requirements

Must-have

  • Anti-Money Laundering AML policy reviews
  • IFSCA and international AML guidance knowledge
  • FATCA/CRS reporting and US tax form review
  • Screening tools like World Check or Pythagoras
  • Quality review of entity types and registers
  • Microsoft Excel and presentation skills

Nice-to-have

  • Flexible to work in 24*7 environment
  • Positive attitude and team spirit
  • Ability to provide coaching and feedback
  • Strong written and verbal communication skills
  • Proactive report creation without reminders

Key Requirements

  • Working knowledge of IFSCA AML Guidance
  • Experience with Cayman, Delaware, Australia, Ireland, Bermuda regulations
  • Proficiency in screening tools like Lexus-Nexus
  • Expertise in Microsoft applications and Excel

Work Rights

Not specified

Tailored Resume

Cover Letter