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
Key responsibilities:
- Responsible for all operational aspects of sub-team deliverables including effective management of the resources and activities, and providing regular updates to Unit Head.
- Ensure that final deliverables to clients are 100% correct in terms of quality and accuracy.
- Develop full awareness of individual clients and their requirements and manage client relationships, ensuring that they are satisfied with level of service.
- Oversee, review and monitor work done by team members and ensuring that all day-to-day matters required to be completed are performed in a timely and satisfactory manner.
- Show understanding of business risks in the Global Business Sector (GBS) and approach day-to-day work with a risk minimisation mind-set.
- Convene and attend meetings of directors/shareholders, and review Board papers with high quality deliverables.
- Review minutes drafted by team members.
- Review/sign off on bank account opening and ensure that banking transactions undertaken are within the company's scope of business.
- Coordinate and review statutory filings with FSC, ROC and other statutory bodies.
- Coordinate customer due diligence (CDD) as per AML Code and maintain an updated list of CDD for all companies.
- Attend to Fund Administration tasks for Private Equity Funds and adhoc corporate secretarial tasks.
- Mentoring and coaching of team members and identifying training needs and communicate to Unit Head.
- Assisting in a culture of continuous process improvement and promoting and driving efficiency initiatives.
Skills / experience
- 5 – 7 years of working experience in the Global Business Sector would be an advantage;
- Holds a degree or has completed/substantially completed a professional ICSA qualification or equivalent;
- Demonstrate a client service mindset when servicing the client.
- Proficient in MS Office (Microsoft Word, Excel).
- Good written and spoken communications skills.
- Able to multi-task, prioritize and manage time effectively.
- Excellent organizational and interpersonal skills.
- Goal-oriented and an organized team player.
- Quick learner and able to adapt in different work environment.
- Well organised and a track record of working to tight deadlines.
Able to work under pressure.
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.
Top Skills
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
