Associate Executive

ACCA Careers; Halfway House; On-site; GBP 26,000 - 38,000; Full time

Job summary

Apex Group is seeking an Associate Executive in the United Kingdom to support governance, records, and client service responsibilities. The role focuses on documentation, board materials, and compliance tasks within a fast-paced financial services environment.

Ideal candidates will hold an ACA/ACCA qualification (or be substantially completed), have 0–1 years’ experience, and demonstrate strong organization, communication, and multitasking abilities in a global, client-focused setting.

Qualifications

• 0–1 years of working experience in Global Business Sector or audit is a plus.
• Holds a degree or has completed/substantially completed ACA or ACCA qualification or equivalent.
• Demonstrate a client service mindset when servicing the client.
• Proficient in MS Office (Word, Excel).
• Good written and spoken communications skills.
• Able to multi-task, prioritise and manage time effectively.
• Excellent organizational and interpersonal skills.
• Goal-oriented and an organized team player.
• Quick learner and adaptable to different environments.
• Well organized with ability to meet tight deadlines and work under pressure.

Responsibilities

• Assist with maintaining proper records in accordance with internal and legal requirements.
• Convene meetings of directors/shareholders; prepare Board papers with high quality deliverables.
• Verify minutes drafted by team members.
• Ensure final deliverables to client are 100% correct in terms of quality and accuracy.
• Develop full awareness of individual clients and their requirements.
• Complete and follow up on Certification, Notarisation, Apostillation, Consularisation of documents timely.
• Maintain bank accounts, including opening, initiating transfers, liaising with banks.
• Ensure day-to-day matters are performed timely and satisfactorily including monitoring tasks.
• File statutory actions with FSC, ROC and other bodies as required.
• Perform customer due diligence (CDD) per AML Code and maintain CDD list for all companies.
• Coordinate work of team members effectively.

Skills

ACA/ ACCA

Client service

MS Office

Communication

Organization

Education

Degree/ACA/ACCA

Tools

MS Office

Job description

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.

Associate Executive

Key Responsibilities

• Assist with maintaining proper records in accordance with internal and legal requirements.
• Convene meetings of directors/shareholders, prepare Board papers with high quality of deliverables.
• Verify minutes drafted by team members.
• Ensure that final deliverables to client are 100% correct in terms of quality and accuracy.
• Develop full awareness of individual clients and their requirements.
• Completion and follow-up of Certification, Notarisation, Apostillation, Consularisation of documents on a timely basis.
• Maintain bank accounts, including bank account opening, initiate transfers and liaising with the bank.
• Ensuring that all day-to-day matters required to be completed are performed in a timely and satisfactory manner including monitoring tasks.
• Effect statutory filings with FSC, ROC and other statutory bodies.
• Effect customer due diligence (CDD) as per AML Code and maintain an updated list of CDD for all companies.
• Coordinate work of team members effectively.

Skills Required

• 0-1 years of working experience in the Global Business Sector or an audit firm would be an advantage.
• Holds a degree or has completed/ substantially completed a professional ACA or ACCA qualification or equivalent.
• Demonstrate a client service mindset when servicing the client.
• Proficient in MS Office (Microsoft Word, Excel).
• Good written and spoken communications skills.
• Able to multi-task, prioritize and manage time effectively.
• Excellent organizational and interpersonal skills.
• Goal-oriented and an organized team player.
• Quick learner and able to adapt in different work environment.
• Well organised and a track record of working to tight deadlines.
• Able to work under pressure.