Apex – Administration

To apply, click on the link at the end of the posts and all the best with your applications.

Manager – Company Secretary – Johannesburg

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

We are seeking a Manager to work with teams in both Jersey and in South Africa. The candidate will be expected to manage this team with the support of the local SA Management team.

The Role & Key Responsibilities:

• Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;
• Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;
• Assisting the team with new structure and client take on;
• Participate with and take responsibility for client care focus and take lead CRM for certain clients;
• Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures;
• Review of Company Secretarial and administrative work done by team as appropriate;
• Providing technical support to the team;
• Joining client calls;
• Dealing with intermediaries;
• Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;
• Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);
• Reviewing transaction documentation where necessary;
• Support with on-boarding of new investors/clients for the AML process;
• Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;
• Identify team training needs and arrange training sessions as appropriate;
• Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients’ queries in a timely manner;
• Attendance when required at client board meetings and the subsequent drafting of complex minutes;
• Taking the lead on internal projects where required;
• General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML/DD/KYC, reviews, FATCA, CRS.

Skills Required:

• Professional qualifications – LLB, BCom LLB.
• Admitted Attorney is relevant for the position;
• Post articles experience and strong administrative skills;
• Hold a professional qualification such as ICSA, CSSA or equivalent;
• 7 years of relevant industry/specialist experience in administration of trusts and working with corporate entities;
• High level of integrity and trust with confidential information;
• A proven record of commitment to professional and client services excellence;
• A minimum of 5 years trust or funds experience in a professional environment;
• Knowledge of offshore regulatory requirements;
• Proficient user of Microsoft Office suite;
• Support the company in delivering excellent service;
• Impeccable written and oral communication skills;
• Excellent organizational and prioritizing skills;
• Motivated and driven;
• Excellent attention to detail and high levels of accuracy;
• Strong team player.

Assistant Manager – Company Secretary – Johannesburg

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

The Role
To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice
regulations.

Key Responsibilities:

• Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members;
• Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
• Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
• Check if tax calculations have been done and are on record;
• Maintain and monitor diary notes and workflows;
• Prepare and maintain accurate trust and entity summaries;
• Deal with the termination/exiting of trusts and other corporate entities;
• To ensure service delivered meets company policy and/or service level agreement;
• Participate and provide support to all new business activities;
• Contribute to any relevant tasks arising out of on-going projects;
• Ensure that the client information is accurate at all times;
• Provide accurate and timely monthly reports of key management information to Management or as required;
• Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
• Review minutes/records prepared by administrators and trainee administrators;
• Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
• Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
• Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;
• Contribute to the overall management of the team and business;
• Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
• Ensure that all compliance and mandatory training is completed within required timescales;
• To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.

Skills & Experience:

• Professional qualifications – LLB, BCom LLB and Admitted Attorney.
• 5 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
• Has sound technical knowledge of their respective field;
• Excellent attention to detail and high levels of accuracy;
• Excellent communication and organization skills;
• Learn and understand various jurisdictions legal and regulatory requirements, over time;
• Act as a point of contact with internal or external stakeholders;
• The jobholder will be required to assist in the administration of various portfolios of corporate entities;
• and requires a combination of accounting, taxation, legal, investment, and commercial experience;
• Ability to motivate and influence a team;
• High level of managerial skills;
• Should be fluent in English and attend to all correspondence in English.

Assistant Manager – Company Secretary – Cape Town

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

The Role
To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice
regulations.

Key Responsibilities:

• Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members;
• Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
• Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
• Check if tax calculations have been done and are on record;
• Maintain and monitor diary notes and workflows;
• Prepare and maintain accurate trust and entity summaries;
• Deal with the termination/exiting of trusts and other corporate entities;
• To ensure service delivered meets company policy and/or service level agreement;
• Participate and provide support to all new business activities;
• Contribute to any relevant tasks arising out of on-going projects;
• Ensure that the client information is accurate at all times;
• Provide accurate and timely monthly reports of key management information to Management or as required;
• Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;
• Review minutes/records prepared by administrators and trainee administrators;
• Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
• Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
• Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;
• Contribute to the overall management of the team and business;
• Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
• Ensure that all compliance and mandatory training is completed within required timescales;
• To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.

Skills & Experience:

• Professional qualifications – LLB, BCom LLB and Admitted Attorney.
• 5 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
• Has sound technical knowledge of their respective field;
• Excellent attention to detail and high levels of accuracy;
• Excellent communication and organization skills;
• Learn and understand various jurisdictions legal and regulatory requirements, over time;
• Act as a point of contact with internal or external stakeholders;
• The jobholder will be required to assist in the administration of various portfolios of corporate entities;
• and requires a combination of accounting, taxation, legal, investment, and commercial experience;
• Ability to motivate and influence a team;
• High level of managerial skills;
• Should be fluent in English and attend to all correspondence in English.

Manager – Company Secretary – Cape Town

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

We are seeking a Manager to work with teams in both Jersey and in South Africa. The candidate will be expected to manage this team with the support of the local SA Management team.

The Role & Key Responsibilities:

• Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;
• Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;
• Assisting the team with new structure and client take on;
• Participate with and take responsibility for client care focus and take lead CRM for certain clients;
• Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures;
• Review of Company Secretarial and administrative work done by team as appropriate;
• Providing technical support to the team;
• Joining client calls;
• Dealing with intermediaries;
• Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;
• Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);
• Reviewing transaction documentation where necessary;
• Support with on-boarding of new investors/clients for the AML process;
• Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;
• Identify team training needs and arrange training sessions as appropriate;
• Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients’ queries in a timely manner;
• Attendance when required at client board meetings and the subsequent drafting of complex minutes;
• Taking the lead on internal projects where required;
• General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML/DD/KYC, reviews, FATCA, CRS.

Skills Required:

• Professional qualifications – LLB, BCom LLB.
• Admitted Attorney is relevant for the position;
• Post articles experience and strong administrative skills;
• Hold a professional qualification such as ICSA, CSSA or equivalent;
• 7 years of relevant industry/specialist experience in administration of trusts and working with corporate entities;
• High level of integrity and trust with confidential information;
• A proven record of commitment to professional and client services excellence;
• A minimum of 5 years trust or funds experience in a professional environment;
• Knowledge of offshore regulatory requirements;
• Proficient user of Microsoft Office suite;
• Support the company in delivering excellent service;
• Impeccable written and oral communication skills;
• Excellent organizational and prioritizing skills;
• Motivated and driven;
• Excellent attention to detail and high levels of accuracy;
• Strong team player.

Click here to apply

All the best with your applications