Client Trust Officer

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 globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

Role summary: As a Client Trust Officer, you will be working on a portfolio of clients, and to work collaboratively with other members of the team to assist in the provision of trust and company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. As and when applicable, train and mentor a trainee administrator to build and develop their knowledge and skillset. As with any role level within our business, we are dedicated to the development of all staff.

The Role & Key Responsibilities:

• Deliver high-quality administration for a portfolio of trust and corporate clients, ensuring service levels and client expectations are consistently met.
• Build and maintain strong relationships with clients, intermediaries, and third parties, becoming a key point of contact.
• Support the set-up, ongoing management, and closure of entities, including preparation of documentation, regulatory filings, and system updates.
• Organise and coordinate board and trustee meetings, including preparing board packs, attending meetings where required, and drafting minutes.
• Prepare accurate client communications (letters, emails, reports, investor information) in line with company standards and timelines.
• Develop knowledge of electronic banking platforms and assist with drafting and processing banking instructions.
• Ensure compliance with legal, regulatory, and internal requirements, maintaining a strong awareness of risk and following company policies and procedures.
• Complete client reviews and investment reviews using appropriate checklists, ensuring deadlines are met.
• Monitor and maintain accurate records, including time reporting, billing, and data input, ensuring all work is justified and meets internal targets.
• Collaborate effectively within the team, contributing to meetings and supporting colleagues with a positive, “can-do” attitude.
• Develop technical knowledge and stay informed on industry trends, sharing insights with the team.
• Assist with financial awareness activities, including reviewing accounts, resolving queries, and supporting billing and debt collection processes.
• Contribute to continuous improvement by maintaining procedures and identifying opportunities to enhance efficiency and service delivery.

Skills & experience needed:

• Relevant industry experience is preferred.
• Ability to present ideas in user-friendly, business-friendly and technical language.
• Attention to detail and accuracy.
• Strong organisational skills.
• Proven analytical and problem-solving abilities.
• Ability to effectively prioritise and execute tasks in a fast-paced environment.
• Exceptional communication and customer service skills.
• Experience working in a team-oriented, collaborative environment.
• Good standard of oral, written communication and interpersonal skills.
• The ability to work within allocated deadlines and according to instructions and Company procedures.
• Ideally studying towards a professional qualification recognised by the JFSC, or above.
• Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment.
• Ability to multi-task, prioritise workloads and manage timescale.
• A willingness to learn, a desire for self-improvement & career progression.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business.
• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

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.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy.