Shareholder Services Manager

Overview

The Role & Key Responsibilities
Skills Required
What you will get in return
Additional Information

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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The main purpose of the Shareholder Services Manager is to manage the performance and development of the transfer agency team, as well as achieve overall client satisfaction by providing excellent customer service whilst ensuring full compliance with regulatory and fund requirements.

Job Specification:

  • Review controls and procedures across Fund Services on a periodic basis
  • Identify and Implement process improvements/system enhancements across the Transfer Agency Department.
  • Monitor operational risk across the Business and assist with the enhancement of the existing operational risk framework
  • Assist in building out and training the current teams.
  • Keep up to date on all Regulatory and internal Risk updates that impact the business ensuring the operations Teams have the necessary knowledge and system’s in place to deal with the updates
  • Managing the oversight outsourcing for funds contracted from other jurisdictions Monitoring and enhancing the KRI metrics for the Department
  • Managing local and international client relationships
  • Review, understand and have the ability to discuss fund governing documents with staff and clients
  • Responsible for all aspects of operations and controls functions: Processing subscriptions, redemptions, transfers and switches.
  • Ensure control framework and documented Transfer Agency procedures and policies in line with regulations both locally and globally
  • Ensuring Apex Fund Services group policies are adhered to
  • Responding to investor and audit related enquiries
  • Ensure all regulatory reporting (onshore and offshore) is delivered within the required timeframes, e.g Fatca/CRS
  • Providing periodic reports and feedback to senior management
  • Minimum of 5 years work experience in a Transfer Agency environment with exposure to multiple fund structures and at least 2 years in a supervisory/management role;
  • Have a smart and outgoing personality with excellent Customer Service skills;
  • Experience managing a team with the ability to delegate and to gain the commitment amongst team members;
  • Be capable of planning, working under pressure and meeting strict deadlines;
  • Have an eye for detail and the ability to handle complex matters;
  • Excellent command of spoken and written communication skills; and
  • Proficiency in MS Office applications particularly Word, Excel and Access. (Experience on PFS - Paxus will be considered as an advantage)
  • A genuinely unique opportunity to be part of an expanding large global business;
  • Working with a strong and dynamic team
  • Training and development opportunities.
  • Exposure to all aspects of the business.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: [email protected]

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Life At Apex

"Working here I have the space to be creative, take ownership and develop continuously. It’s a great company with a purpose, which in turn enables its people to identify with the core values and mission."

Diane Mero, Office Manager, Dubai

What we look for

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making our business what it is today and the more we grow, the more important that becomes.

 

Whatever your career path, ambition or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

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