Investor Services Administrator

2 weeks ago

Cape Town, Western Cape, South Africa Apex Group Full time
Investor Services Administrator (Trainee)

Location:
Cape Town, South Africa

Date Posted:
Jul 5, 2023

Description

Investor Services Administrator (Trainee)

The Role

Position:

Investor Services Administrator (Trainee)- Department: Debt- Location:
South Africa, Cape Town
About Apex
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider.

With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices.

The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.

Apex Group's purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women's Empowerment and Economic Independence, Education and Social Mobility.


Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do.

Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes.

Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees.

The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options.


Job Specification

  • Working closely with Managers, Associate Directors and other staff as part of the team;
  • Responding to investor services related queries received from investors, clients, consultants and auditors as applicable;
  • Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines;
  • Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas;
  • Adherence to internal policies, controls and processes;
  • Demonstrate an ability to take responsibility for all aspects of investor/client care;
  • Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change;
  • Investor on boarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements;
  • Review and maintenance of investor information required to satisfy regulatory/tax reporting such as FATCA/CRS;
  • Assisting with adhoc projects and general team administration and other such tasks as maybe required;
  • Any other duties in the scope of the role that the company requires.

Skills Required:

  • Third level qualification in business, finance or a related field would be an advantage;
  • Ideally previous trust or funds experience in a professional environment;
  • Excellent verbal and written communication skills;
  • Ability to prioritise, to adapt to changing business needs and to multitask;
  • A professional manner, demonstrating good interpersonal skills and the ability to understand client's/investor's needs, responding to these quickly and effectively;
  • Good organizational, analytical and problemsolving skills;
  • Strong attention to detail; diligence and care in all aspects of the role;
  • Strong Microsoft Office skills including MS Excel and Word;
  • Motivated and driven.

What you will get in return:

  • A genuinely unique opportunity to be part of an expanding large global business
  • Develop the skills needed to excel in investor services and client relations with a company that put our clients at the heart of everything we do
  • Our global Study and CPD policy sets out our ambition for everyone to have access to qualifications and industryleading professional training

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