Operations Manager

Reposted 8 Days Ago
4 Locations
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
The Operations Manager oversees banking relationships, maintains liquidity, controls bank account lists, and manages project transfers and operational processes efficiently.
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

Banking

  • Main client contact for all banking relationships
  • User Administrator on all banking systems, plus control and oversight of all other administrators
  • Oversight and control of Master Bank Account List
  • Active role in maintaining liquidity across client accounts through use of Money Market Deposits – attendance at liquidity review meetings
  • Control of bank account signatory lists, maintaining, updating etc

Maintain Apex Corporate Trustees policies

Maintain business org charts

Devising and maintaining central spreadsheets for example:

  • Execution Register
  • CTU payment request spreadsheet
  • Powers of Attorney

Run Apex Corporate Trustees (UK) Projects, for example:

  • The transfer of banking systems from Lloyds CBO to Lloyds Gem
  • Transfer of RBS bank accounts to Lloyds
  • Review of Archiving records, spreadsheets, making more efficient
  • Pensions Governance
  • New Business Questionnaire
  • Operational Excellence – review and improve processes

Managing staff as required – oversight of Apex Corporate Trustees India team reporting into UK

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.

Skills Required

  • Experience in banking operations and client management
  • Ability to manage and oversee teams
  • Proficiency in using spreadsheets and other operational tools

Apex Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.

  • Flexible Benefits Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
  • Wellbeing & Lifestyle Benefits Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
  • Retirement Support Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.

Apex Group Insights

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The Company
7,423 Employees
Year Founded: 2003

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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