Senior Associate

Apex Group Ltd (UK Branch); Saint Peter (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

Apex Group Ltd (UK Branch) is seeking a Senior Associate for their Transfer Agency team. The role includes supporting the Team Manager, managing client portfolios, and ensuring compliance with company procedures. Ideal candidates display strong client communication, proactive problem-solving skills, and the ability to manage workloads effectively.

Successful applicants will possess leadership qualities and be a committed team player. The position offers opportunities for professional growth within a dynamic work environment.

Qualifications

• Proactive approach to problem solving.
• Confident manner and ability to communicate with clients effectively.
• Flexible approach to work and good time management skills.

Responsibilities

• Support the Team Manager in ensuring section efficiency and compliance.
• Train junior staff and manage a portfolio of clients.
• Ensure all outgoing correspondence and calculations are of high standard.

Skills

Proactive approach to problem solving

Confident communication with clients

Flexibility and time management skills

Team player

Leadership and supervisory skills

Ability to work under pressure

Strong IT skills

Knowledge of banking systems

ICSA, IDFA, AAT, CAT or similar qualifications

Job description

Transfer Agency – Senior Associate

Role: Guernsey, Channel Islands

Department: Fund Administration

Employment Type: Permanent, Full Time

Key Responsibilities

• Supporting the Team Manager in ensuring the efficiency of the section and that all processes undertaken are in line with the Company’s procedures. Acting as a guide for junior members of staff within the team and executing the duties of the role diligently and professionally. Building friendly and interpersonal relationships at all levels and undertaking responsibility for a portfolio of the company’s clients.
• Understand and interpret the Fund’s documentation and the relevant legal framework, regulations and anti-money laundering regulations.
• Follow Company procedures at all times.
• Assist in controlling and coordinating workloads in the section.
• Assist with the day to day work and training of Administrators both locally and in Centres of Excellence.
• Assist with overseeing quality and control and meeting time deadlines.
• Ensure work is undertaken in accordance with the company’s procedures & check lists and meets deadlines.
• Assist in ensuring all outgoing correspondence, calculations and presentation of work is of the highest standard.
• Liaise confidently and knowledgeably with clients.
• Assist with the smooth running of the Investment, and Call and Distribution process.
• Bookkeeping and review ledgers regularly.
• Liaise with key personnel in client groups to ensure that all operational issues are communicated effectively.
• Assist with ensuring all client requests are responded to effectively.
• Communicate any client related issues of concern to the section’s Line Manager.
• Attend and participate actively in regular team meetings.
• Make positive suggestions as to how effective changes can be made to improve the procession of workflow.
• Assist with maintaining on-going review and updating of procedures for the Company.
• To manage workloads effectively and efficiently.
• Ensure the compliance monitoring of the Funds are adhered to by all of the team.
• May act as a Signatory.

Skills and Qualifications

• Proactive approach to problem solving.
• A confident manner and the ability to communicate with clients effectively.
• A flexible approach to work and good time management skills.
• A strong team player with a commitment to deliver outstanding client service.
• An ability to work on own initiative and demonstrate leadership and supervisory skills towards less experienced staff.
• An ability to work under pressure.
• Strong IT skills.
• General knowledge of banking systems.
• Target Vocational Qualifications – ICSA, IDFA, AAT, CAT or similar.