Associate – Private Clients & Family Office
Description
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you.
Associate – Private Clients & Family Office
Role Location: Jersey, Channel Islands
Department: Private Clients & Family Office
Employment Type: Permanent, Full Time
The Role & Key Responsibilities:
To work on a portfolio of clients, and to work collaboratively with other members of the team to assist in the provision of trust and company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations.
As and when applicable, train and mentor a trainee administrator to build and develop their knowledge and skillset.
As with any role level within our business, we are dedicated to the development of all staff.
- Develop and share technical and industry knowledge gained through internal and external training or any social trends and/or external factors having an impact on the finance industry, and be able to share this with team
- Work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties, with a positive ‘can do’ approach to support the successful performance of the Company;
- Maintain accurate reports of time spent on time billing modules, on a daily basis;
- Work effectively and efficiently, and ensure all time charged is reasonable and justified;
- Meet centrally defined, chargeable time requirements and any other grade specific targets;
- Identify when clients should be billed and work with the Manager responsible to raise a fee note, if necessary;
- Develop knowledge of, and comply with Apex’s policies and procedures as amended from time to time.
- Demonstrate an understanding of relevant legal and regulatory requirements, commensurate with responsibilities. Carry out all tasks in compliance with legal, regulatory and internal requirements (policies and procedures).
- Contribute to the maintenance of operating procedures using the Company approved formats and maintain an awareness of risks involved in administration activities;
- Ensure all incidents are identified in line with service delivery, and are reported to the Manager, where appropriate actions are implemented;
- To take responsibility for the drafting and preparation of relevant documentation (compliance files, minutes, forms and documents for the JFSC) and systems data (NavOne, banking systems) for the set up / closure of entities.
- Take responsibility for the organisation of trustee / board meetings, including the preparation and distribution of board packs to Directors.
- As and when required, attend meetings and prepare draft minutes;
- On a timely basis draft letters, minutes and banking instructions as necessary. Develop knowledge of electronic banking systems and ability to accurately generate on-line banking instructions for subsequent review and approval.
- Carry out all other company secretarial and trustee activities in compliance with legal and regulatory requirements;
- Clearance of client reviews using appropriate checklists, and ensuring this is completed in accordance with the agreed timetable;
- Ensure investment reviews, are completed using appropriate checklists and ensuring this is completed in accordance with the agreed timetable;
- Take responsibility for accuracy and quality of own data entries;
- To take responsibility and ownership for all administration for allocated portfolios by providing a first class service in line with client expectations and agreed service levels;
- Build & develop meaningful relationships with clients, intermediaries, third parties and identified client contacts to become the first point of contact;
- Produce all client communications (letters, emails, statements, investor information etc) to a high standard of accuracy, using approved procedures and in accordance with agreed service levels;
- Demonstrate initiative and review and read a set of accounts, follow up on any accounting review points so that they are satisfactorily resolved in a timely manner;
- Develop a good financial awareness, commercial awareness, and ensure utilisation & debt recovery is monitored.
- Prepare accounts preparation guide / accounts request forms, where necessary in relation to team and own portfolios, and ensure that all information and documents are accurate and delivered on a timely basis.
Skills Required:
- Relevant industry experience.
- Ability to work as part of a team.
- Ability to absorb and retain information quickly.
- Ability to present ideas in user-friendly, business-friendly and technical language.
- Self-motivated.
- 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.
- Good standard of oral and written communication skills.
- Good interpersonal skills.
- The ability to work within allocated deadlines and according to instructions and Company procedures.
- Clearly and appropriately communicate with colleagues, third party service providers and clients.
- To be aware of, and convey, the correct professional image and high standards applied by the Company.
- 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 organizational skills.
- A willingness to learn, a desire for self-improvement & career progression
What you will get in return:
- A genuinely unique opportunity to be part of an expanding large global business;
- Competitive remuneration commensurate with skills and experience;
- Training and development opportunities
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/
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