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Apex Group Ltd
Senior Administrator - Transfer AgencyApex Group Ltd • Cape Town, Western Cape, ZA
Senior Administrator - Transfer Agency

Senior Administrator - Transfer Agency

Apex Group Ltd • Cape Town, Western Cape, ZA
30+ days ago
Job description

Key Responsibilities

  • Receive and review investor documentation and ensure that documentation is verified in a timely manner, following up with investors on missing or original documentation.
  • Ensure that the necessary documentation and information pertaining to the investors are captured in line with relevant product and process rules.
  • Ensure that all investor transactions are processed in a timely and accurate manner.
  • Maintain investor registers.
  • Possess a full understanding of FATCA/CRS and the ability to apply FATCA/CRS classifications.
  • Identify any gaps in controls and processes and propose process‑improvement suggestions in a professional manner.
  • Ensure adherence to all policies & procedures, relevant laws and regulations.
  • Work as part of a larger global team in the case of outsourced activities and be able to work flexible hours.
  • Service any investor queries, understand and handle complex queries.
  • Apply strong domain knowledge and understanding of transfer‑agency businesses.
  • Where applicable, confirm AML status with Compliance and Operational Teams.

Skills Required

  • 5+ years of transfer‑agency experience.
  • FATCA/CRS knowledge – ability to review self‑certification documents, classify accounts and understand XML reporting requirements.
  • Knowledge of transfer‑agency operational processes and their integration with AML processes.
  • Knowledge of local and global AML requirements is advantageous.
  • Strong planning and organizational skills.
  • Strong communication (verbal and written) and problem‑solving skills.
  • Ability to work with all levels within the organization.
  • Ability to adapt to changing priorities and varied decision‑making scenarios.
  • Understanding of fund structures and the fund administration business and the ability to ensure junior staff have sufficient knowledge and skills.
  • Ability to work to tight deadlines in a proactive fashion.
  • Ability to identify opportunities for process improvements and to communicate them effectively.
  • Proficiency in Microsoft Office applications.

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Senior Administrator - Transfer Agency • Cape Town, Western Cape, ZA

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