Senior Transfer Agency Associate - Client Leadership

Senior Transfer Agency Associate - Client Leadership

Full-Time 51750 - 63250 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support the Team Manager and oversee a client portfolio in Fund Administration.
  • Company: Apex Group, a leading firm in financial services based in Guernsey.
  • Benefits: Competitive salary, career development opportunities, and a supportive team environment.
  • Other info: Opportunity to guide junior staff and enhance your leadership skills.
  • Why this job: Join a dynamic team and make a real impact in client leadership.
  • Qualifications: Experience in fund administration and strong communication skills.

The predicted salary is between 51750 - 63250 Β£ per year.

Apex Group in Guernsey is seeking a Transfer Agency - Senior Associate to support the Team Manager and oversee a client portfolio within Fund Administration.

You will ensure processes align with procedures, guide junior staff, and maintain high standards of accuracy and client service.

Responsibilities include interpreting fund documents, regulatory requirements, coordinating workloads, training Administrators, ensuring deadlines, and liaising with clients.

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Senior Transfer Agency Associate - Client Leadership employer: theapexgroup

Holtara, as part of the Apex Group, offers an exceptional work environment in London, where innovation meets sustainability. Employees benefit from a collaborative culture that prioritises professional growth and development, alongside competitive remuneration and flexible working arrangements. Join us to make a meaningful impact in the ESG space while advancing your career in a dynamic and supportive setting.

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Contact Details:

theapexgroup Recruitment Team

We think you need these skills to ace Senior Transfer Agency Associate - Client Leadership

Client Service
Fund Administration
Regulatory Compliance
Process Alignment
Team Leadership
Training and Development
Workload Coordination