Senior Transfer Agency Dealing Specialist

Apex Group; Manila, Hinoba-an; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Apex Group in Manila is seeking a Senior Associate for Transfer Agency (Dealing). You will manage TA dealing transactions across the investor lifecycle, ensuring accuracy, timeliness, and regulatory compliance.

The role requires coordinating with global teams and contributing to process improvements. The candidate should have 5–10 years in TA operations, a commerce-related degree, and strong analytical, Excel, and communication skills.

Qualifications

• 5–10 years of relevant TA operations experience.
• Prior experience in Transfer Agency / Investor Services.
• Bachelor’s degree in commerce or related discipline preferred.
• Ability to consistently meet client deliverables and deadlines.

Responsibilities

• Process TA dealing transactions in line with client and regulatory requirements.
• Maintain accurate audit trails and documentation for transactions.
• Support SOPs, process improvements, and knowledge sharing within the team.
• Collaborate in a global delivery model and meet tight deadlines in high-volume environment.

Skills

Analytical skills

Problem solving

English communication

Multitasking

Time management

Interpersonal skills

Attention to detail

Adaptability

Team collaboration

Education

Bachelor’s degree in commerce or related discipline

Tools

MS Excel

MS Word

Windows-based systems

Job description

Apex Group in Manila is seeking a Senior Associate for Transfer Agency (Dealing). You will manage TA dealing transactions across the investor lifecycle, ensuring accuracy, timeliness, and regulatory compliance.

The role requires coordinating with global teams and contributing to process improvements. The candidate should have 5–10 years in TA operations, a commerce-related degree, and strong analytical, Excel, and communication skills.