The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions
Job Summary
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions.
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.
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Matching Summary
The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions.
Skills & Requirements
Must-have
Transfer Agency processing experience
Processing financial & non-financial transactions
Identify and resolve problems
Client Service Level Agreements
Regulatory requirements
Handle complex queries
Nice-to-have
Positive disrupter
Innovative ideas for process enhancements
Good understanding of risk management
Key Requirements
5-10 years of relevant experience
Bachelor's Degree in Commerce is desired
Prior Transfer Agency processing experience is required