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

The Transfer Agency AVP is responsible for overseeing day to day operations.

This includes checking responsibilities for transactions and payments, liaising with investors, clients and internally, oversight of key control functions, project management, point of escalation for team members, people management and change management.

The AVP must enforce Internal Transfer Agency procedures in addition to both internal and Regulatory requirements at all times

Responsibilities/Tasks:

• Accountable for the operational functions; staff management, development of the team and change management

• Responsible for all aspects of investor transaction processing, reporting and dealing with ad hoc client requests

• To manage operational processes and deliveries for allocated clients from pre-launch to liquidation

• Ensure team operates within a clearly defined, documented and tested control environment

• Establish and maintain effective working relationships internally and externally

• Identify areas for improvement in processes, personnel, structure and discuss with your VP

• Manage multiple client relationships ensuring constant liaison with both the client and the relevant RM and TA VP ensuring consistency and clarity of service

• Ensuring that all AML and FATCA /CRS requirements are adhered to

• Foster an environment where procedures, policies and processes are adhered to and procedural changes are introduced to enhance the ongoing performance of the team and dept

• Actively participate in planning Key Performance Indicators for the team

• To manage and contribute to the appraisal process and staff development

• Project managing projects as directed by senior management – providing weekly updates at a minimum and as often as required by VP

• Oversight of board pack preparation and QA review in addition to attending / dialling into board meetings

• Being involved in Ad hoc User Acceptance Testing (UAT) as necessary in the implementation of new projects, systems and system enhancements

• Coordinating new client on-boarding in partnership with GTB Integration Team

• Completion of accurate capacity analysis

• Driving a solution focussed team and encouraging a positive working environment

• Exercise operational oversight within the team and make sound operational decisions

• Create an environment that is flexible and adaptable and be a champion of change

• Initiate and oversee tasks within a continuous improvement drive to ensure that the organisation is efficient and seen as client and quality driven

• Ability to effectively work with all levels within the organisation

Competencies :

• Possess excellent organisational, planning and co-ordination skills

• Ability to take on board constructive feedback

• Adaptable and willing to work additional hours as needed

• Mentor and coach team members to develop capabilities and build a strong succession pipeline for the role

• A very strong understanding of fund legal structures and the fund administration business

• Strong leadership skills with demonstrated ability to drive change

• The ability to adapt to changing priorities and varied decision-making scenarios

• Strong Shareholder Services experience with offshore & onshore & PE funds

• Strong client relationship skills

• Proven record in dealing with AML / KYC/ FATCA / CRS

• A detailed understanding of fund structures and the fund administration business

• Strong analytical and problem solving skills

• Ability to work effectively both within a team structure and individually

• Strong interpersonal skills

• Strong systems, product and process knowledge

• Reliable and dependable

• Be approachable by all levels at all times

• Act as a role model for Apex

• Demonstrate leadership skills

• Ability to appropriately handle complex queries and cases

• Ability to remain calm at busy times, this is important as a manager

• Display high levels of accuracy and attention to detail and instil this culture in each team member

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.