Associate Executive

Apex Group; United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A global financial services provider in the United Kingdom is looking for a motivated individual to join their client servicing team. In this role, you will oversee the administration of various client deliverables, maintain accurate records, and coordinate team efforts while adhering to legal requirements. The ideal candidate will possess a degree or equivalent professional qualification, with strong administrative, organizational, and communication skills. This role offers an opportunity for professional growth within a dynamic industry.

Qualifications

• 0-1 years of working experience in the Global Business Sector is an advantage.
• Demonstrate a client service mindset when servicing clients.
• Excellent organizational and interpersonal skills.

Responsibilities

• Administer client servicing deliverables for a portfolio of clients.
• Maintain proper records in accordance with internal and legal requirements.
• Ensure final deliverables to clients are correct in quality and accuracy.

Skills

Client service mindset

Proficiency in MS Office

Good communication skills

Organizational skills

Ability to multi-task

Education

Degree or professional qualification (ACA/ACCA)

Job description

You can find out more about this in ourThe 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 youJob DescriptionRole & Key Responsibilities:* Responsible for the administration of a defined and varied set of client servicing deliverables for a portfolio of clients.* 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.* Coaching and review works of subordinates.Skills Required:* 0-1 years of working experience in the Global Business Sector 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.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.**About Apex Group**We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in 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. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.