Manager - Company Secretary

CO_SANFPL Apex Fund & Corporate Services SA (Pty) Ltd; Johannesburg; Hybrid; ZAR 900,000 - 1,300,000; Full time

Job summary

Apex Group is seeking a Manager to lead a SA-based team with Jersey oversight, ensuring effective client service and timely delivery of deliverables. The role involves coordinating with Senior Management across jurisdictions, establishing clear structures, and guiding onboarding and client take-on processes.

You will mentor staff, review regulatory and administrative work, and participate in client calls and board meetings, while maintaining high standards of integrity and service excellence.

Qualifications

• Professional qualifications – LLB, BCom LLB. Admitted Attorney is relevant for the position.
• Post articles experience and strong administrative skills
• ICSA, CSSA or equivalent
• 7 years of relevant industry experience in administration of trusts and working with corporate entities
• Knowledge of offshore regulatory requirements
• Impeccable written and oral communication skills

Responsibilities

• Coordinate with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team.
• Ensure the team has a strong structure as it grows and that roles and responsibilities are clearly defined and agreed.
• Assist the team with new structure and client take on.
• Participate with and take responsibility for client care focus and lead CRM for certain clients.
• Ensure client service delivery is carried out to the highest level, driving deadline delivery and adherence to procedures.
• Review Company Secretarial and administrative work done by team as appropriate.
• Provide technical support to the team.
• Join client calls and deal with intermediaries.
• Encourage cross-country relationships and feedback on performance.
• Assist with billing cycles and WIP/debtors management.
• Review transaction documentation where necessary.
• Support onboarding of new investors/clients for AML process.
• Embed adherence to operational frameworks and procedures
• Identify training needs and arrange sessions
• Oversee day-to-day operations of team portfolios and client inquiries
• Attend client board meetings and draft complex minutes
• Lead internal projects as required
• Handle payments, transactions, CoSec, Corp Gov, board packs, communications, AML/DD/KYC, FATCA, CRS

Skills

Leadership,

Client management

Communication

Project coordination

Team management

Attention to detail

Education

LLB / BCom LLB

Tools

Microsoft Office

Job description

The 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 you

We are seeking a Manager to work with teams in both Jersey and in South Africa. The candidate will be expected to manage this team with the support of the local SA Management team.

Role & Key Responsibilities

• Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team
• Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed
• Assisting the team with new structure and client take on
• Participate with and take responsibility for client care focus and take lead CRM for certain clients
• Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures
• Review of Company Secretarial and administrative work done by team as appropriate
• Providing technical support to the team
• Joining client calls
• Dealing with intermediaries
• Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members
• Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected)
• Reviewing transaction documentation where necessary
• Support with on-boarding of new investors/clients for the AML process
• Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists
• Identify team training needs and arrange training sessions as appropriate
• Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients' queries in a timely manner
• Attendance when required at client board meetings and the subsequent drafting of complex minutes
• Taking the lead on internal projects where required
• General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML/DD/KYC, reviews, FATCA, CRS.

Skills Required

• Professional qualifications – LLB, BCom LLB. Admitted Attorney is relevant for the position
• Post articles experience and strong administrative skills
• Hold a professional qualification such as ICSA, CSSA or equivalent
• 7 years of relevant industry/specialist experience in administration of trusts and working with corporate entities
• High level of integrity and trust with confidential information
• A proven record of commitment to professional and client services excellence
• A minimum of 5 years trust or funds experience in a professional environment
• Knowledge of offshore regulatory requirements
• Proficient user of Microsoft Office suite
• Support the company in delivering excellent service
• Impeccable written and oral communication skills
• Excellent organizational and prioritizing skills
• Motivated and driven
• Excellent attention to detail and high levels of accuracy
• Strong team player

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. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.