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
Transfer Agency – Senior Associate
Role Location: Guernsey, Channel Islands
Department: Fund Administration
Employment Type: Permanent, Full Time
The Role & Key Responsibilities:
Supporting the Team Manager in ensuring the efficiency of the section and that all processes undertaken are in line with the Company’s procedures. Acting as a guide for junior members of staff within the team and executing the duties of the role diligently and professionally. Building friendly and interpersonal relationships at all levels and undertaking responsibility for a portfolio of the company’s clients.
Understand and interpret the Fund’s documentation and the relevant legal framework, regulations and anti-money laundering regulations.
Follow Company procedures at all times.
Assist in controlling and co-ordinating workloads in the section.
Assist with the day to day work and training of Administrators both locally and in Centres of Excellence.
Assist with overseeing quality and control and meeting time deadlines.
Ensure work is undertaken in accordance with the company’s procedures & check lists and meets deadlines.
Assist in ensuring all outgoing correspondence, calculations and presentation of work is of the highest standard.
Liaise confidently and knowledgably with clients.
Assist with the smooth running of the Investment, and Call and Distribution process.
Bookkeeping and review ledgers regularly.
Liaise with key personnel in client groups to ensure that all operational issues are communicated effectively.
Assist with ensuring all client requests are responded to effectively.
Communicate any client related issues of concern to the section’s Line Manager.
Attend and participate actively in regular team meetings.
Make positive suggestions as to how effective changes can be made to improve the procession of workflow.
Assist with maintaining on-going review and updating of procedures for the Company.
To manage workloads effectively and efficiently.
Ensure the compliance monitoring of the Funds are adhered to by all of the team.
May act as a Signatory.
Skills Required:
Proactive approach to problem solving.
A confident manner and the ability to communicate with clients effectively.
A flexible approach to work and good time management skills.
A strong team player with a commitment to deliver outstanding client service.
An ability to work on own initiative and demonstrate leadership and supervisory. skills towards less experienced staff.
An ability to work under pressure.
Strong IT skills.
General knowledge of banking systems.
Target Vocational Qualifications – ICSA, IDFA, AAT, CAT or similar.
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
- Understand and interpret fund documentation, legal framework, regulations and anti-money laundering regulations.
- Follow company procedures and checklists at all times.
- Assist controlling and coordinating workloads within the section and manage workloads effectively.
- Train and support administrators locally and in Centres of Excellence; provide supervisory guidance to junior staff.
- Oversee quality control, meet deadlines, and ensure high standard of outgoing correspondence and calculations.
- Liaise confidently and knowledgeably with clients and key personnel to resolve operational issues and respond to client requests.
- Assist with investment, call and distribution processes.
- Bookkeeping and regular review of ledgers.
- Ensure compliance monitoring of funds is adhered to by the team.
- May act as a signatory.
- Strong IT skills.
- General knowledge of banking systems.
- Target vocational qualifications (ICSA, IDFA, AAT, CAT or similar).
- Proactive problem-solving, ability to work under pressure, good time management and flexibility.
- Strong communication skills and ability to work on own initiative and demonstrate leadership.
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
