Shareholder Services Supervisor

Overview

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 Supervisor is to achieve overall client satisfaction by providing excellent customer service whilst ensuring full compliance with regulatory and fund requirements.

Job Specification:

  • Approving investor transaction documents and confirming that investor servicing procedures and controls are completed against specified deadlines;
  • Performing AML checks and investor eligibility checks against various regulatory and fund guidelines;
  • Maintaining relationships with and serving as a main point of contact to investors, investment advisors/managers, banks and other parties within the fund structure;
  • Assisting in the development and implementation of departmental procedures and working closely with Senior Managers to ensure they are implemented;
  • Processing and approving payments and other necessary transactions;
  • Attending and contributing to operational, client and regulatory meetings as required; and
  • Managing a team of Administrators and providing regular feedback on their performance.
  • Minimum of 2 years work experience in a Transfer Agency environment with exposure to multiple fund structures;
  • At least an A ‘Level standard of education or equivalent;
  • 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;
  • Has a team oriented personality and embraces team work
  • 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;
  • Training and development opportunities.

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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