Shareholder Services Specialist - KYC & Transfers

Bolder Group; San Fernando; Hybrid; PHP 335,000 - 670,000; Full time

Job summary

Bolder Group is seeking a meticulous Shareholder Administrator to manage investor transactions, including subscriptions, redemptions, switches and transfers, while ensuring accurate records and compliance in a hybrid Clark-based setting.

You will collaborate with internal teams and external clients, handle ad-hoc projects and documentation requests, and help build robust procedures to support growth in a dynamic environment.

Responsibilities

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

Job description

Bolder Group is seeking a meticulous Shareholder Administrator to manage investor transactions (subscriptions, redemptions, switches and transfers), 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