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Apex Group
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Senior Associate Level 2

Senior Associate Level 2

Apex Group

5 - 10 years

4 - 10 Lacs

Pune Maharashtra India

Posted:1 month ago| Platform: Foundit logo

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Skills Required

Reconciliation Transactions Compliance Auditing Documentation TransferAgency

Work Mode

On-site

Job Type

Full Time

Job Description

Key Duties and Responsibilities:

Processing of financial and non-financial transactions in internal systems as per regulatory and client requirements
Identify and resolve issues within defined procedures
Archive investor and client documentation ensuring full audit trails
Participate in initiatives and handle ad-hoc business requirements
Independently execute tasks while contributing as a team player
Identify process gaps and troubleshoot as necessary
Support, guide, and train other team members
Handle complex client and investor queries
Maintain strong domain knowledge of Transfer Agency operations
Prepare and review SOPs and process flow charts
Implement effective process controls
Recommend and drive process enhancements
Ensure regulatory and audit requirements are met
Prioritize tasks through effective time management

Qualification and Experience:

Bachelor's degree in Commerce preferred
510 years of relevant experience in Transfer Agency processing (mandatory)

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Senior Associate Level 2