Analyst, Transfer Agency

About the Role

Analyst - Transfer Agency at Apex Group.

Key Responsibilities

• Handling client inquiries and resolving issues.
• Processing transactions accurately and efficiently.
• Maintaining accurate records and documentation.
• Assisting with fund accounting and reconciliation.
• Communicating with internal and external stakeholders.

Requirements & Tech Stack

• Proficiency in Microsoft Excel.
• Familiarity with transfer agency systems and processes.
• Strong understanding of financial services regulations.
• Experience with data analysis and reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• Proven experience in a transfer agency or similar role.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.