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
The Role & Key Responsibilities:
• Receive and review investor documentation and ensure that documentation is verified in a timely manner, follow up with investor on missing or original documentation;
• Ensure that the necessary documentation and information pertaining to the investors are captured in line with relevant product and process rules;
• Ensure that all Investor transactions are processed in a timely and accurate manner;
• Maintenance of investor registers;
• Full understanding of FATCA/CRS and the ability to apply FATCA/CRS classifications;
• Identifying any gaps in controls and processes and putting process improvement suggestions forward in a professional manner;
• Ensuring adherence to all policies & procedures, relevant laws and regulations;
• Working as part of a larger global team in the case of outsourced activities and able to work flexible hours;
• Must be able to service any investor queries understand & handle complex queries;
• Strong domain knowledge is essential & understanding of TA businesses;
• Where applicable confirm AML status with Compliance and Operational Teams
Skills Required:
• 5+ years Transfer Agency experience;
• FATCA/CRS – ability to review Self Certification documents, classify accounts and understand XML reporting requirements;
• Knowledge of Transfer Agency operational processes and its integration with AML processes;
• AML Knowledge of local and global requirements is advantageous;
• Strong planning and organizational skills;
• Strong communication (verbal and written) and problem-solving skills;
• The ability to work with all levels within the organization;
• The ability to adapt to changing priorities and varied decision-making scenarios;
• An understanding of fund structures and the fund administration business and ensuring more junior staff have sufficient knowledge and skills;
• The ability to work to tight deadlines in a proactive fashion;
• Ability to identify opportunities for process improvements and to communicate same effectively;
• Proficient in Microsoft Office applications.
Skills Required
- 5+ years Transfer Agency experience
- Strong communication and problem-solving skills
- Knowledge of Transfer Agency operational processes
- Ability to identify opportunities for process improvements.
- Proficient in Microsoft Office applications
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.
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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.
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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.
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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
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
