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

To lead the Settlements team to deliver a top-class Settlements and Custody service to our clients. We are looking for someone to lead the team, building and maintaining a supportive, driven, and continuous improvement focused culture. This will require proactively managing our SLAs through a data driven approach and looking for ways we can improve the service we offer to clients including problem solving, using good judgement, and collaborating with leaders across departments.

Job Responsibilities:

The role duties and responsibilities will include but not limited to the following:

• Lead the Settlements team to create and drive a culture of collaboration, high performance, and engagement
• Manage the Settlements team including setting and monitoring team members KPI’s and performance to KPI’s through regular 1-1’s and team meetings
• Responsible for ensuring that there are the right skills across the team with a focus on upskilling and professional development, identifying any staff training needs and determining how to fill any gaps
• Ensure the Settlements team is allocated appropriate client funds and that there is a regular rotation of funds amongst the team to support ongoing cross-training
• Identify and implement process efficiency initiatives for Settlements and continuously look for ways to improve the service we offer to clients
• Provide input into product roadmaps, ensuring key requirements for Settlements get the right focus and development, supporting testing of new developments as required
• Monitor and ensure that all client investment trades are entered into the appropriate systems and actioned in accordance with the client service delivery requirements
• Monitor and ensure that all client corporate actions are processed in an accurate and timely manner
• Ensure that the Settlements processes and procedures in Promapp are always current
• Ensure any Reconciliation breaks are investigated and cleared in a timely manner
• Other ad-hoc duties as reasonably required by the business

Skills Required:

• Tertiary qualification in Finance or a related specialisation (preferred)
• Several years’ experience within Settlements or a related Financial Operations role
• Naturally inquisitive mind and use of initiative with a focus on continuous improvement with a proven experience driving new initiatives and project management
• Ability to create an open and inclusive team culture and drive high-performance
• Self-starter, supportive and collaborative with a team-oriented approach
• Demonstrated ability to manage stakeholders and influence at a senior level
• Displays good judgement and decision-making skills
• Ability to solve complex problems, with strong attention to detail and critical thinking skills
• Excellent written and verbal communication skills
• Proficient in MS Excel at an intermediate to advanced level
• Sound knowledge of the fund administration industry and New Zealand market

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.