The Role & Key Responsibilities
Support the administration of a diverse portfolio of clients, delivering exceptional service while ensuring compliance with regulatory requirements and company standards.
Prepare and maintain corporate and compliance documentation, including board minutes, resolutions, entity lifecycle documents and regulatory filings.
Coordinate board meetings from start to finish, including the preparation and distribution of board packs and attendance at meetings where required.
Build strong relationships with clients, intermediaries and third parties, becoming a trusted point of contact for day-to-day queries.
Assist with client onboarding, entity set-up and closure processes, maintaining accurate records across internal systems and banking platforms.
Complete client and investment reviews in line with agreed deadlines, identifying and escalating any risks, issues or discrepancies.
Draft professional correspondence, reports, banking instructions and other client communications to a consistently high standard.
Review financial information and documentation, proactively investigating and resolving discrepancies where required.
Manage workloads effectively, accurately record time, and contribute to the achievement of team and business objectives.
Collaborate with colleagues to drive operational excellence, continuously develop technical knowledge, and contribute to a positive, high-performing team environment..
Qualifications and skills
Bachelors or Masters in Law/Finance degree.
Ability to work as part of a team and retain information quickly.
Ability to present ideas in user-friendly, business-friendly and technical language.
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.
Nice to have
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 timescales.
Attention to detail and accuracy.
Strong organisational skills.
What you will get in return
A genuinely unique opportunity to be part of an expanding large global business.
Opportunities for professional development.
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://theapexgroup.com/csr-policy/
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
