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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:12 hours 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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Apex Group

www.apexgroup.com

Financial Services

London

Over 5,000 Employees

534 Jobs

Key People

Peter Hughes

Founder and CEO
John B. McCarthy

Chief Financial Officer
Lillian Wong

Head of Corporate Development

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Senior Associate Level 2