Apex Vacancies

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

Senior Risk Administrator

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

Role Summary

The Senior Risk Administrator is a member of Local Risk Management team under the Risk Function. As part of this team, the Senior Risk Administrator provides support to the Head of Risk for the implementation of, and compliance with, the Apex Risk Management Framework in his/her jurisdiction.

Key Responsibilities as

• Support the Head of Risk to proactively manage risk by identifying, assessing and reporting both risk and controls (adequacy and effectiveness) support testing & reporting on adequacy / effectiveness of key risks as well as identification of control mitigation and oversight of implementation within timelines
• Assist in ensuring local risk reporting is escalated through the Risk Function to ensure accurate and timely Enterprise Risk Management reporting at a Group level.
• Support Head of Risk in ensuring fully current knowledge with any / all specific requirements regarding jurisdictional Regulators (as relevant) through up-to-date Horizon Scanning and (as required) to support communication with the Regulator at periodic intervals on risk reporting.
• Support maintenance oversight on adherence with key policies and procedures on risk management.  
• Support work with Internal Audit and Compliance in improvement of the control framework.
• Contribute to escalate relevant information of risk matters via agreed governance structure such Local Risk & Audit Committees and reporting to local Boards (as / if required).  Support reporting to the Board and Regulators (as relevant) on risk management practices.
• Contribute to work with staff locally to implement Risk Framework initiatives in a proportionate and pragmatic manner, ensuring appropriate escalation in event of failure.  Support proactive identification of emerging trends and provide direction on appropriate risk management options  .
• Involvement in Client Acceptance Process, identifying and raising potential risk concerns, to the extent required by the Head of Risk and support the Local and Group Risk Committees.
• Maintain oversight of Events, Complaints and Breaches; (as needed) assist in provision of Root Cause Analysis / findings and drive a best-in-class risk culture .
• As relevant actively contribute to Risk Assessment and Control Assessment, in collaboration with Risk Framework team, to the extent required by the Head of Risk  .
• Participate in the oversight of local Outsourcing arrangements  .
• Contribute to drive an improved and robust control environment locally
• Participate in the oversight of Business Continuity plans and planning  .
• Contribute to the production of accurate and timely risk reporting to appropriate Risk and Compliance Committee needed.

Key Requirements

• Experience of Risk Management in the financial services industry – track record in fund management or fund administration sectors will be considered an advantage.
• Relevant Risk Management qualification would be an advantage. 
• Experience working in both First and Second lines of defense.  
• Understanding of Risk Frameworks in a Financial Services context.

Click here to apply

Assistant Manager

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

Role Summary

As an Assistant Manager in the Compliance Team, you will report to the Manager Compliance and be responsible for a number of important administrative tasks and provide support to the Compliance function which will ultimately enable the Compliance Officer & Money Laundering Compliance Officer to provide robust management information to the boards of the Apex regulated entities.

Key Responsibilities

• Assist the Senior manager to draft CDD processes and guidance’s to assist the CDD team and business teams with CDD related matters.
• Assist with the management of the CDD team in the Johannesburg and Jersey offices by ensuring that they comply with all internal policies and processes.
• Allocate work to the CDD team members and ensure that the work is distributed evenly.
• Ensure that the work is allocated appropriately so that deadlines can be met.  Any delays must be communicated to the business teams.
• Collaborate with the business teams to ensure that onboarding and CDD is completed correctly and within the deadlines.
• Demonstrate an understanding of the CDD/AML procedures and ensure that high risk matters receive appropriate level of attention escalation and sign off.
• Participate in meetings with the business teams regarding CDD related matters in the absence of the Senior manager.
• Guide and coach junior team members.
• Identify areas where processes can be improved and suggest these to senior management before implementing.
• Effectively communicate changes to CDD processes to the business teams by sending regular CDD guidance emails to the business teams.
• Assist the Senior Manager with updating the CDD manual annually or when there are legislative changes that may affect the CDD processes.
• Ensure that all day-to-day matters required to be completed are performed in a timely and satisfactory manner, including monitoring tasks and monitoring the email inbox for the Team and allocating the work accordingly.
• Present training to the business teams.
• Communicating with internal teams to ensure CDD collection is undertaken promptly, following up as necessary to manage outstanding CDD.
• Build and maintain collaborative relationships with the business teams.
• QC and verify all Console records (Jersey only).
• Manage the wet-ink process (Jersey only).

• Submit monthly KPI trackers by 7th of each month to the management team in SA (SA only).
• Keep abreast of the changes in legislation/regulations and ensure that when internal policies and processes are updated that the changes are implemented immediately.
• Participate in planned activities that are appropriate for your own development.
• Assist with other duties to support the Senior Members of the Apex Compliance Function from time to time.
• Be willing to undertake or assist in any project work that is identified and be willing to get involved with Apex Group initiatives in relation to regulatory issues, liaising with Senior Members of the team as and when required.
• Be able to assist other team members where required.

Skills Followings skills would be desirable for this role:

• knowledge of the Financial Services (Jersey) Law 1998, any orders issued under the Law.
• knowledge of the Code of Practice for Trust Company Business.
• knowledge of the Code of Practice for Fund Services Business.
• knowledge of the Jersey Anti-Money Laundering legislation and any orders issued under those laws.
• knowledge of the Handbook for the Prevention and Detection of Money Laundering and the Financing of Terrorism.
• Awareness of personal obligations and those of the relevant persons under the laws mentioned above as well as the Terrorism Law, the Directions Law, Terrorist Sanctions Measures.
• Excellent communication skills.
• Be well organized.
• Have the flexibility and adaptability to undertake a variety of tasks at short notice if required.
• Self-motivated and capable of prioritizing workloads as required.
• Be proactive in your approach; and.
• Have a good working knowledge of Microsoft products, in particular Outlook, Word and Excel as well as having the capability to quickly assimilate working with Apex’s key databases some of which are bespoke.

Key Requirements

• It is preferable that you have an understanding of Jersey’s financial regulations and AML/CFT Framework and have at least 3-5 years’ experience with performing Compliance / AML/CFT roles within a regulated financial services business though training will be undertaken for those individuals who do not have experience and have not worked in Compliance / AML/CFT roles.
• Will either hold or be willing to work towards a relevant compliance qualification (as determined by Apex).

Click here to apply

Administrator – Company Secretary

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

Description

We are seeking for a proactive and detail-oriented Administrator to join our Governance / Company Secretarial team. In this role, you will be responsible for providing administrative and company secretarial services to an allocated client portfolio under the guidance of a Senior Administrator and Assistant Manager. This is a client-facing role and you will act as a primary point of contact for clients, intermediaries, and internal stakeholders, ensuring that all statutory and regulatory obligations are met accurately and efficiently.

Job specification

Meeting Administration:

• Coordinate and maintain corporate calendars for assigned clients.
• Schedule board and committee meetings in line with client and internal requirements.
• Draft and circulate agendas in collaboration with stakeholders.
• Gather and collate supporting documentation for meetings.
• Prepare and distribute complete board packs ahead of scheduled meetings.
• Attend meetings (virtually) and ensure proper documentation is in place.
• Support the full board meeting process including minute preparation and follow-up on action points.
• Track and ensure timely signing of meeting minutes post-meeting.

Minute Drafting:

• Draft clear, accurate, and concise meeting minutes that reflect key decisions and discussions.
• Capture essential meeting points in a professional and neutral tone.
• Distribute drafted minutes for review, approval, and finalisation.

Statutory Compliance & Filings:

• Monitor statutory filing deadlines for your client entities and ensure timely submission.
• Assist with the preparation and filing of necessary corporate documentation with regulatory authorities.
• Ensure full compliance with jurisdiction-specific laws and governance obligations.
• Liaise with relevant authorities or platforms to retrieve or file statutory documents when needed.

Maintenance of Statutory Records:

• Maintain up-to-date statutory registers (e.g., Register of Directors, Members).
• Ensure accurate record-keeping in electronic filing systems and document repositories.
• Assist with updating internal policies and procedures relevant to document management and compliance.

General Administration & Governance Support:

• Develop a working knowledge of client structures and applicable legal frameworks.
• Draft corporate governance documents such as resolutions, notices, and confirmations.
• Maintain accurate tracking tools for document statuses, filing schedules, and board pack progress.
• Compile documents for signature and manage the process through platforms such as DocuSign.

Client Communication & Liaison:

• Act as the first point of contact for assigned clients and relevant intermediaries.
• Respond to internal and external inquiries in a timely, professional, and accurate manner.
• Build strong relationships with clients, stakeholders, and the Luxembourg-based team.
• Liaise closely with the Legal and Compliance teams as needed to support governance activities.

Client Portfolio Management:

• Manage a range of client types, from standard to more demanding portfolios.
• Take responsibility for complex meeting types where applicable, with guidance as needed.
• Prioritise work based on deadlines, regulatory requirements, and client expectations.

Quality Assurance & Self-Management:

• Conduct thorough self-reviews before submitting work to ensure accuracy and completeness.
• Maintain regular updates with stakeholders regarding task statuses and upcoming deadlines.
• Take ownership of personal deadlines and proactively escalate when support is needed.
• Uphold the company’s internal standards, KPIs, and quality expectations.

Contribution to Team Culture & Operational Excellence:

• Actively contribute to a positive, respectful, and collaborative team culture.
• Remain adaptable and solutions-oriented in a fast-paced and evolving environment.
• Participate in continuous improvement initiatives by providing suggestions for process enhancements.
• Collaborate across departments to ensure seamless service delivery and efficient workflows.

Skills Required

• Minimum of 1 years’ experience in a corporate administration or company secretarial role.
• Familiarity with board governance processes and statutory requirements.
• Knowledge of Luxembourg company law or similar legal frameworks is advantageous.
• Experience working with digital governance tools such as board portals is preferred.
• Proficient in Microsoft Office Suite, particularly Outlook, Word and Excel.
• Strong written and verbal communication skills.
• Exceptional attention to detail and commitment to high-quality work.
• Ability to manage multiple tasks and prioritise effectively.
• Resilient and adaptable in a dynamic, changing work environment.
• Comfortable liaising with senior professionals including board members and legal advisors.
• Strong relationship-building and interpersonal skills.
• Willingness to learn and take ownership of client deliverables.

What you will get in return

Training and development opportunities.

A genuinely unique opportunity to be part of an expanding large global business;

Competitive remuneration commensurate with skills and experience;

Click here to apply

CRM Technology Manager

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

Job Title: CRM Technology Manager

Location: Cape Town/Johannesburg

Description

The CRM Technology Manager will be responsible for overseeing the implementation, management, and optimization of Salesforce and related technology solutions. This role requires a strategic leader with a deep understanding of Salesforce functionalities and the ability to drive efficiency and effectiveness across the organization.

Job specification  

• Manage Salesforce Systems: Oversee the implementation, configuration, and maintenance of Salesforce Ecosystem (Including Xactly/Pardot) ensuring they meet the organization’s needs.
• Team Leadership: Lead a team of CRM specialists, providing guidance, support, and development opportunities.
• Process Improvement: Partner with various departments to identify and implement process improvements, leveraging Salesforce capabilities.
• Project Management: Manage Salesforce-related projects, including system upgrades, new module implementations, and integrations with other systems.
• Stakeholder Engagement: Collaborate with key stakeholders to understand their needs and ensure Salesforce solutions align with business objectives.
• Compliance/Audit and Security: Ensure Salesforce system comply with regulatory/Audit requirements and maintain high standards of data security and privacy.
• Training and Support: Develop and deliver training programs for end-users and provide ongoing support to ensure effective use of Salesforce.

Skills Required:

•  Proven experience in managing Salesforce systems and associated platforms including implementation and optimisation.
• Leadership: Strong leadership skills with experience in managing and developing a team.
• Technical Skills: Proficiency in Salesforce and related technologies.
• Project Management: Demonstrated ability to manage complex projects and deliver results on time and within budget.
• Communication: Excellent communication skills, with the ability to engage and influence stakeholders at all levels.
• Problem-Solving: Strong analytical and problem-solving skills, with a focus on continuous improvement.
• Education: Bachelor’s degree in human resources, Information Technology, or a related field. Salesforce certification is a plus.

About You:

• You have a deep understanding of Salesforce processes and how they can be optimized
• You are a strategic thinker with the ability to translate business needs into effective Salesforce configuration.
• You are passionate about leveraging technology to drive efficiency and improve employee experiences.
• You are a collaborative leader who can build strong relationships with stakeholders and inspire your team to achieve their best.
• Strong knowledge of Salesforce. Having led or been part of an implementation of Salesforce and managed the system once live is a must.
• Experience with Integrations, Reporting, Projects and Security is a must.
• Experience with reviewing system configuration before moving changes to production.
• Able to manage and prioritize the work of a team across multiple systems.
• Experienced in Salesforce transformation projects/ programmes where you’re implementing systems and improving processes through process re-engineering.
• Good experience in educating stakeholders regarding Salesforce related processes and how they translate to wider business impacts.
• Able to identify problems, define the root cause, determine the solution and propose the solution.
• Able to translate technical expertise into solutions and process guidance to implement improvements or address user issues.
• Able to map processes, outlining risks and controls.
• Experienced in data analysis, data manipulation and reporting.
• Experience in managing system budgets and exercising cost containment/ cost reduction
• Excellent analytical, quantitative, problem-solving, critical thinking skills with a keen attention to detail

What you will get in return:

Training and development opportunities

A genuinely unique opportunity to be part of an expanding large global business;

Competitive remuneration commensurate with skills and experience;

Click here to apply

Proposal Manager

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

Click here to apply

Proposal Manager

We are looking for a Proposal Manager to join the global Proposal Management Team, reporting directly to the Head of Proposal Management in the UK. The successful candidate will be joining a global team that delivers professional and client-centric proposals and presentations for strategic or high-value opportunities.

The vision of the Proposal Management Team is to provide resources, tools, and quality responses, helping deliver high-quality proposals efficiently and faster, whilst being a Centre of Excellence for proposal management.

Key Responsibilities

• Collaborate with sales to ensure proposals/presentations are tailored to the client’s culture, values, language, strategy, and requirements.
• Managing the global deal team using project management disciplines to ensure quality responses for proposals are delivered in line with the global proposal process.
• Cross-functional collaboration with deal teams to manage the timely completion of deliverables within the agreed client deadline.
• Join client-facing scoping calls/discussions to help fully understand client requirements.
• Leveraging knowledge and insights gained from proposals and presentations to optimise the value creation generated by the global Proposal Management Team.
• Sharing feedback from the deal team with the Head of Proposal Management, helping generate ideas to further enhance business and/or sales processes.
• Responsible for ongoing enrichment of responses in the global proposal library and enhancing the professional output of proposals and presentations.
• Regular knowledge enhancement of products and services within the Apex Group and understanding of commercial trends. 
• Contributions to the ongoing improvement of the global Proposal Management Team, reinforcing the global centre of excellence for proposal management.

             

Skills Required

• 1-3 years industry experience in a proposal management role or similar function within the financial services sector.
• Knowledge of various fund structures i.e. open-ended and closed-ended
• Ability to work under pressure and manage multiple workstreams.
• Strong attention to detail and ability to manage multiple tasks.
• Good interpersonal and written communication skills and writing skills would be beneficial.
• English speaker and additional languages would be beneficial.
• Planning and organization skills, including certification that would be beneficial i.e. PRINCE 2, and APMP.
• Proficient in MS Office Suite (MS Word, Excel, PowerPoint).
• Experience of using proposal software (Responsive, Qvidian).
• Experienced in creating presentations to a high standard using MS PowerPoint would be beneficial.

Click here to apply

We wish you all the best with your applications