Shareholder Services Pro - KYC & Transfers (Hybrid)

Bolder Group; San Fernando; On-site; PHP 360,000 - 480,000; Full time

Job summary

Bolder Group is seeking a meticulous Shareholder Administrator to manage investor transactions, process capital calls and distributions, and maintain precise shareholder records with a high degree of accuracy and compliance.

You will collaborate with internal teams and external clients, handle ad-hoc projects and documentation requests, and contribute to building robust procedures in a hybrid work environment, with on-site presence in Clark.

Responsibilities

• Manage investor transactions (subscriptions, redemptions, switches and transfers).
• Process capital calls and distributions.
• Maintain precise shareholder records with high accuracy and compliance.

Job description

Bolder Group is seeking a meticulous Shareholder Administrator to manage investor transactions, process capital calls and distributions, and maintain precise shareholder records with a high degree of accuracy and compliance.

You will collaborate with internal teams and external clients, handle ad-hoc projects and documentation requests, and contribute to building robust procedures in a hybrid work environment, with on-site presence in Clark.