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Transfers Officer
2 weeks ago
Apex Group is looking for an experienced and collaborative Transfers Officer to join our inclusive and welcoming team in Auckland.
You'll be working to provide custodial services to protect clients' assets, whilst operating within the Apex risk appetite ensuring outstanding customer service and experiences.
The key responsibilities within this role are to carry out all functions of transferring these assets, including but not limited to reconciliations of holdings and handling queries received by Wealth Administration clients and 3rd parties.
Job Responsibilities:
- Execute transfers to fund managers, registries, brokers, custody providers and end clients, adhering to strict timeframes
- Timely and accurate processing of any transfers received once all documentation is in order
- Complete Daily Operational Tasks
- Provide a high level of accuracy and ensure accurate and timely completion of tasks relating to the operational needs of the firm
- Provide exceptional customer service by creating value in each customer interaction and focusing on the total customer experience.
- A degree or equivalent experience in finance or a similar relevant field
- 2+ years of financial market experience
Computer literacy
- Strong Microsoft Office Word, Excel, and PowerPoint
- Funds under administration experience desirable.
About our Company
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers, capital markets, 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 and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Apex Group includes FundRock, LRI and European Depositary Bank.Additional information:
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.
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