Key duties and responsibilities
Processing of Financial & Non-Financial transactions through internal systems as
per regulatory and client requirement
Identify and resolve problems within the defined procedures.
Complete archiving of investor and client documentation ensuring a full audit
trail exists for subsequent retrieval
Expected to work on initiatives/Ad-hoc requirements as per business needs.
Should be able to work independently but also need to be a good team player.
Should be able to identify process gaps & need to work as a trouble shoot.
Ability to support, guide & train other team members.
Should have the ability to understand & handle complex queries
Strong domain knowledge is essential & understanding of TA business.es
Well versed with preparation and review of SOPs/Process flow charts
Able to identify & implement various process control
Provide innovative ideas for process enhancements
Should have a good understanding of regulatory and audit requirements to
ensure all the requirements are fulfilled
Ability to prioritize multiple tasks by utilizing effective time management skills.
Qualification and Experience
Prior Transfer Agency processing experience is required
Bachelor’s Degree in Commerce is desires
1-5 years of relevant experience
Skills Required
Strong analytical skills
Responsible for meeting all client deliverables
Ability to navigate proficiently in a windows environment
Strong knowledge of Microsoft excel & word
Ability to write messages in a clear and concise manner
Ability to read, write & speak English proficiently
Strong research, resolution and communication skills
Interpersonal skills - Relationship builder, respectful and resolves problems
Communication skills - Presentation skills, listening skills, oral & written
communication skills
Self-management - Adaptability and resilience, learning behaviour, integrity
and ethics and relationship builder
Motivational skills - Performance standards, achieving results and persistent.
Innovative thinking - Creative thinking decision making, input seeking, logical
thinking and solution finding. Attention to detail and ability to work on
multiple tasks.
Flexible enough to work in any shifts as per business needs
Prior Transfer Agency processing experience is required.
Bachelor’s degree in commerce is desires. desirable
1-5 years of relevant experience
Ability to work under pressure and should be able to handle multiple
projects.
A good understanding of effective risk management & it’s execution.
Effective verbal reasoning and numeric skills
Excellent planning and organization skills
The candidate should be able to understand the intricacies of TA business &
it’s impact on other related functions.
Career with Apex
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.
Additional information
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 https://apexgroup.com/csr-policy/
If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: soumi.ghosh@apexfunds.in
Website address: https://theapexgroup.com
