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.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Role summary:
An Administrator , reporting to a Manager within the Alternative Assets team.
You will typically be responsible for providing quality and efficient client service to investors.
Key responsibilities:
- Working closely with Managers, Associate Directors and other staff as part of the team;
- Responding to investor services related queries received from investors, clients, consultants and auditors as applicable;
- Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines;
- Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas;
- Adherence to internal policies, controls and processes;
- Demonstrate an ability to take responsibility for all aspects of investor/client care;
- Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change, for example contacts and bank details;
- Investor on boarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements;
- Review and maintenance of investor information required to satisfy regulatory/tax reporting such as FATCA/CRS;
- Assisting with ad-hoc projects and general team administration and other such tasks as maybe required;
- Act in the best interests of the division by supporting and mentoring more junior members of staff as applicable;
- Any other duties in the scope of the role that the company requires.
Requirements
Skills / experience:
- Third level qualification in business, finance or a related field would be an advantage;
- Ideally previous trust or funds experience in a professional environment;
- Excellent verbal and written communication skills;
- Ability to prioritise, to adapt to changing business needs and to multitask;
- A professional manner, demonstrating good interpersonal skills and the ability to understand client’s/investor’s needs, responding to these quickly and effectively;
- Good organizational, analytical and problem-solving skills;
- Strong attention to detail; diligence and care in all aspects of the role;
- Strong Microsoft Office skills including MS Excel and Word;
- Motivated and driven.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
