Manager, Transfer Agency

Manager, Transfer Agency

Full-Time 90000 - 110000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Lead and manage operations teams for efficient transfer agency services.
  • Company: Join Apex Group, a global leader in fund administration and middle office solutions.
  • Benefits: Competitive salary, training opportunities, and a chance to make a real impact.
  • Other info: Equal opportunity employer committed to positive societal impact.
  • Why this job: Be part of a dynamic team driving transformation in a growing global business.
  • Qualifications: Tertiary qualification in Business/Commerce/Finance and 5+ years operational experience.

The predicted salary is between 90000 - 110000 $ per year.

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.

Manager Transfer Agency, Australia is responsible for the day-to-day efficient management of both onshore and offshore operations teams.

Job Responsibilities

  • Provide leadership, guidance, and direction to the operations teams
  • Support the Senior Manager, Transfer Agency in implementing best practice target operating model
  • Mentor and support Team Leaders and Transfer Agency Operations staff to ensure performance excellence
  • Collaborate with the Senior Manager, Transfer Agency to ensure appropriate people, processes, and procedures are in place to meet client expectations and drive efficiency
  • Conduct performance reviews, develop team members, and contribute to staff retention strategies
  • Support the effective allocation of clients and deliverables across the Transfer Agency Operations teams
  • Partner with CRM team to ensure smooth and professional client relationship management
  • Assist in the successful onboarding of new clients and seamless transition of work
  • Lead transition meetings with CRM team
  • Oversee the performance and service delivery of offshore partners
  • Contribute to the delivery and execution of operational projects in partnership with the Senior Manager, Transfer Agency
  • Review and approve Incident Reporting
  • First level escalating for Client enquiries

Skills Required

  • Tertiary qualified in Business / Commerce / Finance discipline
  • Experience with offshoring processes and transformation
  • 5+ years' operational experience in unit registry
  • Previous experience of managing teams
  • Experience in managing client relationships and deliverables

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

Manager, Transfer Agency employer: Apex Group Ltd (UK Branch)

At Apex Group, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and personal growth. Located in Wollongong, our team enjoys competitive remuneration, extensive training opportunities, and the chance to make a meaningful impact within a global organisation. Join us to supercharge your career while contributing to a company that values diversity and corporate social responsibility.

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Contact Details:

Apex Group Ltd (UK Branch) Recruitment Team

We think you need these skills to ace Manager, Transfer Agency

Leadership
Team Management
Client Relationship Management
Operational Efficiency
Performance Management
Offshoring Processes
Business Process Improvement