Executive

Posted 2 Days Ago
Be an Early Applicant
Trianon
In-Office
Junior
Fintech • Payments • Financial Services
The Role
The role involves maintaining records, preparing board documents, ensuring quality deliverables, managing bank accounts, and overseeing compliance tasks while coordinating team efforts.
Summary Generated by Built In

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 & Key Responsibilities:

  • Assist with maintaining proper records in accordance with internal and legal requirements.
  • Convene meetings of directors/shareholders, prepare Board papers with high quality of deliverables.
  • Verify minutes drafted by team members.
  • Ensure that final deliverables to client are 100% correct in terms of quality and accuracy.
  • Develop full awareness of individual clients and their requirements.
  • Completion and follow-up of Certification, Notarisation, Apostillation, Consularisation of documents on a timely basis.
  • Maintain bank accounts, including bank account opening, initiate transfers and liaising with the bank.
  • Ensuring that all day-to-day matters required to be completed are performed in a timely and satisfactory manner including monitoring tasks.
  • Effect statutory filings with FSC, ROC and other statutory bodies.
  • Effect customer due diligence (CDD) as per AML Code and maintain an updated list of CDD for all companies.
  • Coordinate work of team members effectively.
     

Skills Required:

  • 2+ years of working experience in the Global Business Sector or an audit firm would be an advantage.
  • Holds a degree or has completed/ substantially completed a professional ACA or ACCA 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

Excel
MS Office
Ms Word
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The Company
7,423 Employees

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

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