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Apex Group

Manager, Transfer Agency

Posted One Month Ago
Be an Early Applicant
In-Office
Sydney, New South Wales, AUS
Senior level
In-Office
Sydney, New South Wales, AUS
Senior level
Lead and manage onshore and offshore transfer agency operations, mentor team leaders, oversee client onboarding and service delivery, implement target operating model, handle escalations and incident reporting, and support operational projects to ensure performance excellence and client satisfaction.
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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

Manager - Transfer Agency

Location: Sydney

About the role:

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

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 https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”

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.

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