Take on a pivotal role as an Investor Services Executive with Apex Group in Canada. Your expertise in fund administration and operational risk will be essential in shaping our services.
Apex Group seeks a seasoned skilled with over five years in Investor Services or Transfer Agency management. You will lead process reviews, identify improvements, and ensure compliance with vital regulations. Building international client relations and conducting operational risk scenario analysis will be key tasks in this dynamic role.
Key Responsibilities:
• Review and enhance controls within Fund Services
• Ensure adherence to fund governing documents
• Manage all aspects of operations, including subscriptions and transfers
• Deliver timely regulatory reporting to stakeholders
• Participate in presentations to attract new clients
Requirements:
• Five years of experience in managing transfer agency teams
• Strong knowledge of Paxus or eFront systems is preferred
• Proven ability to drive change and manage complex projects
• Excellent organizational and planning skills
• Comprehensive understanding of finance and investment concepts
Utilize your leadership capabilities to make impactful changes at Apex Group, enhancing client services and operational efficiency.
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📌 Apex Group Investor Services Executive (Ontario)
🏢 Apex Group
📍 Ontario
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