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 Transfer Agency AVP is responsible for overseeing day to day operations.

This includes checking responsibilities for transactions and payments, liaising with investors, clients and internally, oversight of key control functions, project management, point of escalation for team members, people management and change management.

The AVP must enforce Internal Transfer Agency procedures in addition to both internal and Regulatory requirements at all times

Responsibilities/Tasks:

Accountable for the operational functions; staff management, development of the team and change management

Responsible for all aspects of investor transaction processing, reporting and dealing with ad hoc client requests

To manage operational processes and deliveries for allocated clients from pre-launch to liquidation

Ensure team operates within a clearly defined, documented and tested control environment

Establish and maintain effective working relationships internally and externally

Identify areas for improvement in processes, personnel, structure and discuss with your VP

Manage multiple client relationships ensuring constant liaison with both the client and the relevant RM and TA VP ensuring consistency and clarity of service

Ensuring that all AML and FATCA /CRS requirements are adhered to
Foster an environment where procedures, policies and processes are adhered to and procedural changes are introduced to enhance the ongoing performance of the team and dept
Actively participate in planning Key Performance Indicators for the team
To manage and contribute to the appraisal process and staff development
Project managing projects as directed by senior management – providing weekly updates at a minimum and as often as required by VP
Oversight of board pack preparation and QA review in addition to attending / dialling into board meetings
Being involved in Ad hoc User Acceptance Testing (UAT) as necessary in the implementation of new projects, systems and system enhancements

Coordinating new client on-boarding in partnership with GTB Integration Team

Completion of accurate capacity analysis
Driving a solution focussed team and encouraging a positive working environment
Exercise operational oversight within the team and make sound operational decisions
Create an environment that is flexible and adaptable and be a champion of change
Initiate and oversee tasks within a continuous improvement drive to ensure that the organisation is efficient and seen as client and quality driven
Ability to effectively work with all levels within the organisation

Competencies :

Possess excellent organisational, planning and co-ordination skills
Ability to take on board constructive feedback
Adaptable and willing to work additional hours as needed
Mentor and coach team members to develop capabilities and build a strong succession pipeline for the role
A very strong understanding of fund legal structures and the fund administration business
Strong leadership skills with demonstrated ability to drive change
The ability to adapt to changing priorities and varied decision-making scenarios
Strong Shareholder Services experience with offshore & onshore & PE funds
Strong client relationship skills
Proven record in dealing with AML / KYC/ FATCA / CRS
A detailed understanding of fund structures and the fund administration business
Strong analytical and problem solving skills
Ability to work effectively both within a team structure and individually
Strong interpersonal skills
Strong systems, product and process knowledge
Reliable and dependable
Be approachable by all levels at all times
Act as a role model for Apex
Demonstrate leadership skills
Ability to appropriately handle complex queries and cases
Ability to remain calm at busy times, this is important as a manager
Display high levels of accuracy and attention to detail and instil this culture in each team member

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.

Supervisor – Transfer Agency

Job Description