Senior Associate Level 3 - Transfer Agency

Apexgroup Inc

Pune, India
Fatca crs tax documentation processing
Information reporting & fatca requirements
Irs tax form validation
The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees worldwide

Job Summary

  • The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees worldwide.
  • The role involves processing and recording of CRS and FATCA Tax documentation, assessing client data, and liaising with clients to update reportable details.
  • Apex Group aims to supercharge unique skills and experience, offering freedom to be a positive disrupter and turn big ideas into industry-changing realities.

Matching Summary

The Apex Group is a global fund administration and middle office solutions provider with over 13,000 employees worldwide.

Skills & Requirements

Must-have

  • FATCA CRS Tax documentation processing
  • Information Reporting & FATCA requirements
  • IRS Tax form validation
  • FATCA CRS XML upload procedures
  • Review and process IRS forms

Nice-to-have

  • Innovative thinking and solution finding
  • Adaptability and resilience
  • Positive disrupter
  • Work in co-ordination with team members

Key Requirements

  • 5-10 years of relevant experience
  • Prior FATCA CRS/ Transfer Agency processing experience
  • Bachelor’s Degree in Commerce is desired

Work Rights

Not specified

Tailored Resume

Cover Letter