Transfer Agency Administrator — Compliance & Client Services

Apex Group Ltd; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Apex Group Ltd is seeking an experienced Administrator – Transfer Agency to ensure compliance with fund rules and assist investors with their enquiries. The role requires thorough verification of investor documentation and timely processing of transactions.

The ideal candidate will have over 3 years in Transfer Agency, be proficient with FATCA/CRS regulations, and have strong planning, communication, and problem-solving skills. This position is based in Cape Town, Western Cape, South Africa.

Qualifications

• 3+ years of experience in Transfer Agency.
• Ability to review Self Certification documents and classify accounts.
• Strong knowledge of AML processes.

Responsibilities

• Review and authorise all investor instructions.
• Ensure timely processing of investor transactions.
• Maintain investor registers and handle enquiries.

Skills

Transfer Agency experience

FATCA/CRS knowledge

Planning and organizational skills

Communication skills

Problem-solving skills

Proficient in Microsoft Office

Job description

Apex Group Ltd is seeking an experienced Administrator – Transfer Agency to ensure compliance with fund rules and assist investors with their enquiries. The role requires thorough verification of investor documentation and timely processing of transactions.

The ideal candidate will have over 3 years in Transfer Agency, be proficient with FATCA/CRS regulations, and have strong planning, communication, and problem-solving skills. This position is based in Cape Town, Western Cape, South Africa.