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

• Execute day-to-day Transfer Agency operations efficiently and accurately.
• Ensure queries and requests from Investor/ Client are dealt with a timely and professional manner
• Review of dealing documents (Subscription, Redemption, Transfer and Switching), Proceed Trade processing and Static Data maintenance, ensuring all records are processed timely and accurately on TA systems
• Handle investor onboarding and ongoing KYC due diligence processes.
• Ensure compliance with FATCA and CRS regulations in all client transactions.
• Collaborate with internal and external stakeholders to resolve inquiries and discrepancies.
• Contribute to process improvements and operational efficiencies within the Transfer Agency function.
• Maintain accurate records and documentation in accordance with regulatory requirements.

• Bachelor's degree in Finance, Business, or related field.
• 1-3 years of relevant experience in Transfer Agency operations.
• Strong knowledge of KYC, FATCA, and CRS regulations.
• Proficiency in using Transfer Agency systems and software.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work effectively in a fast-paced and dynamic environment.
• Attention to detail and a commitment to maintaining high standards of accuracy.

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• Training and development opportunities

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.