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.
The Role & Key Responsibilities:
- Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;
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Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;
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Assisting the team with new structure and client take on;
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Participate with and take responsibility for client care focus and take lead CRM for certain clients;
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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;
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Review of Company Secretarial and administrative work done by team as appropriate;
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Providing technical support to the team;
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Joining client calls;
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Dealing with intermediaries;
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Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;
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Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);
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Reviewing transaction documentation where necessary;
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Support with on-boarding of new investors/clients for the AML process;
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Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;
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Identify team training needs and arrange training sessions as appropriate;
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Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients' queries in a timely manner;
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Attendance when required at client board meetings and the subsequent drafting of complex minutes;
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Taking the lead on internal projects where required;
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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:
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Professional qualifications – LLB, BCom LLB.
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Admitted Attorney is relevant for the position;
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Post articles experience and strong administrative skills;
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Hold a professional qualification such as ICSA, CSSA or equivalent;
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7 years of relevant industry/specialist experience in administration of trusts and working with corporate entities;
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High level of integrity and trust with confidential information;
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A proven record of commitment to professional and client services excellence;
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A minimum of 5 years trust or funds experience in a professional environment;
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Knowledge of offshore regulatory requirements;
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Proficient user of Microsoft Office suite;
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Support the company in delivering excellent service;
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Impeccable written and oral communication skills;
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Excellent organizational and prioritizing skills;
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Motivated and driven;
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Excellent attention to detail and high levels of accuracy;
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Strong team player.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
