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
Corporate Title: Senior Associate
Functional Title: Executive
Description
Key responsibilities
- Working with the manager in analysing requests of clients and prospects and determining the appropriate licenses, authorizations and other considerations to be arranged for the proposed activity;
- Drafting client proposal’s, project description, and similar documents upon request;
- Attend calls, video conferences and in-person meetings with business partners, professional firms for discussions relating to projects, alongside the manager;
- Coordinate with various teams, including KYC team, onboarding and legal unit;
- Assist in client risk rating, escalate high risk factors to management;
- Assist on completing application documents for the set up and licensing, re-domiciliation and addressing client queries;
- Assist in filing online applications by uploading all required documents on the portal
- Follow up and respond to queries from the authorities
- Conduct research and document such topics as may be required for the purpose of working on a project, contributing towards Apex intellectual property
- Ensure client and sales database are up to date.
- Assist manager with KPI updates for management reporting
- 3 to 5 years of experience in the Mauritius global business sector from a client service perspective
- Have a general understanding of the tax, regulatory and licensing framework affecting the global business and financial services industry in Mauritius;
- Able to work independently
- Able to work under pressure and willing to work odd hours to achieve short deadlines;
- Have good record keeping discipline;
- Able to maintain a professional and good working relationship with peers and stakeholders;
- Pay attention to detail.
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
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