Investor Services Administrator (Trainee) at Apex Group

Job Specification

• Working closely with Managers, Associate Directors and other staff as part of the team;
• Responding to investor services related queries received from investors, clients, consultants and auditors as applicable;
• Proactively manage daily workflow, ensuring that tasks are completed to the highest standards, within agreed deadlines;
• Building and maintaining strong and trusted relationships with investors, clients and other internal operational areas;
• Adherence to internal policies, controls and processes;
• Demonstrate an ability to take responsibility for all aspects of investor/client care;
• Ensuring internal database records are maintained accurately, in relation to investor/client information and/or updated as circumstances change;
• Investor on boarding, including the collation and maintenance of KYC documentation required to meet regulatory requirements;
• Review and maintenance of investor information required to satisfy regulatory/tax reporting such as FATCA/CRS;
• Assisting with ad-hoc projects and general team administration and other such tasks as maybe required;
• Any other duties in the scope of the role that the company requires.

Skills Required

• Third level qualification in business, finance or a related field would be an advantage;
• Ideally previous trust or funds experience in a professional environment;
• Excellent verbal and written communication skills;
• Ability to prioritise, to adapt to changing business needs and to multitask;
• A professional manner, demonstrating good interpersonal skills and the ability to understand client’s/investor’s needs, responding to these quickly and effectively;
• Good organizational, analytical and problem-solving skills;
• Strong attention to detail; diligence and care in all aspects of the role;
• Strong Microsoft Office skills including MS Excel and Word;
• Motivated and driven.