Administrator - Transfer Agency (Investor Services)

**Assistant Manager Transfer Agency** Role Location: South Africa (Cape Town) Department: Transfer Agency Onboarding Team Employment Type: Full Time Permanent **The Role & Key Responsibilities**: - Adhere to the relevant AML/KYC standards applied by Apex on behalf of their customers while all regulatory, compliance, risk management and due diligence...

**Role summary**: We are seeking a Senior Administrator, reporting to a Senior Manager, to conduct and maintain appropriate investor identification and verification, take ownership of and process investor transactions and deal with investor queries; Test and review SARS reporting. This includes conducting and maintaining appropriate investor identification...

Senior Administrator - Transfer Agency Locations: Cape Town, Apex House Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: JR-0007760 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...

**Job no**: 575532 **Work type**: Full time **Location**: Cape Town, South Africa **Categories**: Private Equity and Real Estate, Funds **Office Location**: Cape Town **About TMF Group** **TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 11 000+ experts and 125+ offices in...

Job no: 575532 Work type: Full time Location: Cape Town, South Africa Categories: Private Equity and Real Estate, Funds Office Location: Cape Town We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please...

We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical...

Description 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. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information...

Responsible for the operations of the H4 Collective Investment Scheme portfolios. - For new investors follow H4 on-boarding process that includes review of required FICA documents and determining the ultimate beneficial owner in the case of entities. - Prepare risk ratings in accordance with H4’s FICA Risk Management and Compliance programme. - Follow...

**Job Summary**: This position is part of the Operations Team responsible for managing Collective Investment Scheme portfolios. The primary duties include reviewing and executing investor instructions and reporting. Reports to the Team Leader. **Key Responsibilities & Deliverables**: - Follow the onboarding process for new investors, including FICA...

**H4 FICA Administrator** **Cape Town** - Responsible for the operations of the H4 Collective Investment Scheme portfolios. - A senior KYC analyst responsible for the first line of defence for the day-to-day compliance with applicable AML/CFT regulation and implementation of our written AML/CFT policies, processes and rules of procedures relating to risk...

Position Overview:Rory Mackie & Associates seeks a skilled professional to fill the role of Transfers and Onboarding Consultant. This position is part of the Investments Platform Operations team and requires a strong background in Voluntary, TFSA, Section 14, and Living Annuity transfers.Key Responsibilities:Coordinate with Life Companies to expedite...

OverviewRory Mackie & Associates is seeking a skilled Transfers and Onboarding Consultant to join their Investments Platform Operations team. The successful candidate will be responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers, ensuring accuracy and timely completion.Key ResponsibilitiesEstablish and maintain...

We are a rapidly scaling, regulated fund services and technology (fintech) company. Our vision is to be the trusted hub of the private markets, allowing investors to authenticate once across all of their private equity investments. We deliver efficiently, accurately and on time through our web platform which we develop in-house. We operate as...

**Overview**: Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our client's business to external companies....

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves...

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves...

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role...

Overview: Rory Mackie & Associates is seeking an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team.Responsibilities:Contact Life Companies to chase & expedite transfers in progress.Understand specific transfer requirements for the various Life Companies.Expedite unit transfers with various competitor unit...

Overview:Rory Mackie & Associates, a leading global Asset Manager, is seeking an experienced Senior Transfer Operations Specialist to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers. These include transfers into and from our...

Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role...