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bolder group

Senior Shareholder Administrator/ Assistant Manager (KYC/AML/Transfer Agency/Investor Services)

2-4 Years
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  • Posted 15 days ago
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Job Description

We are seeking for a Sr. Shareholder Administrator to join and support our growing team. You will be working alongside a group of experienced and amiable industry professionals. If you're a passionate solution driven self-starter, Bolder Group is a perfect place to grow your career.

Key Responsibilities:

  • Reviewing and processing of all KYC/AML related information of our clients new investors in our system (Mantra).
  • Ensuring that all KYC/AML related information of the existing investors is up to date, including periodic checks and risk assessments.
  • Communicating with colleagues and clients via email and telephone about the files you are handling.
  • Assisting with all screenings of our databases.
  • Assisting with all required reporting (FATCA, CRS, Proof of Information).
  • Setting up and reviewing new investors in Mantra.
  • Processing investor transactions and generating contract notes and investor statements.
  • Mentoring junior team members and assisting the Team leader.
  • Any other tasks that may be assigned from time to time.

Ideal experiences and competencies:

  • Diploma or Bachelor's Degree in Accounting, Finance or Business-related area would be an additional asset.
  • Relevant shareholder service experience in Hedge Funds (preferred) or Private Equity Funds would be an advantage
  • Preferably with at least 2 years experience in Transfer Agency or Investor Servies
  • Excellent working knowledge of MS Office.
  • Strong written & verbal communication skills.
  • Proficient in verbal and written English
  • Proficient in verbal and written Chinese
  • Proficient in Mantra will be an advantage.
  • Client oriented, solution driven whilst adhering to internal policies and procedures.

About the Company:

  • Develop professionally within a dynamic and growing organization
  • Work in a global team with diverse challenges
  • Excellent working environment with international exposure

Location & Work Setup:

  • Location:

Singapore: 80 Robinson Road, #19-01A, Singapore 068898

  • Work arrangement: Hybrid work arrangement with mostly days in the office
  • Regular business hours (Monday to Friday, 9am to 6pm)

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About Company

Job ID: 150041581