Senior Associate Level 2

Apex Group

Pune

4-11 Years

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Posted a month ago
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Job Description

Key Duties and Responsibilities:

Processing of financial and non-financial transactions in internal systems as per regulatory and client requirements
Identify and resolve issues within defined procedures
Archive investor and client documentation ensuring full audit trails
Participate in initiatives and handle ad-hoc business requirements
Independently execute tasks while contributing as a team player
Identify process gaps and troubleshoot as necessary
Support, guide, and train other team members
Handle complex client and investor queries
Maintain strong domain knowledge of Transfer Agency operations
Prepare and review SOPs and process flow charts
Implement effective process controls
Recommend and drive process enhancements
Ensure regulatory and audit requirements are met
Prioritize tasks through effective time management

Qualification and Experience:

Bachelor's degree in Commerce preferred
510 years of relevant experience in Transfer Agency processing (mandatory)

More Info

Job Type:

Permanent Job

Industry:

Financial Services

Role:

Business /Strategic Planning - Manager

Function:

Finance & Accounts

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Apex Group

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.

Job ID: 119707621

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