Investor Services Associate

Apex Group Ltd•Winnipeg, MB

1d•Onsite

About The Position

The Apex Group, established in Bermuda in 2003, is a global leader in fund administration and middle office solutions, serving clients worldwide with a team of over 13,000 employees across 112 offices. We focus on empowering our employees, supercharging their skills, and providing the support needed to excel. We encourage a culture of positive disruption and turning innovative ideas into industry-changing realities.

Requirements

Associate’s or Bachelor’s Degree in Accounting/Finance field preferred
Knowledge of Fund Administration (Hedge Funds, Mutual Funds, Alternative Products, and back office) is an asset
Three years’ experience in the Financial Services industry strongly preferred
Ability to work towards and meet agreed deadlines
Ability to work independently and also be a strong team contributor
Highly organized and motivated individual with an acute attention to detail
Strong analytical and problem-solving skills
Self-starter who volunteers for new opportunities and projects
Ability to manage time effectively
Excellent interpersonal with effective written and verbal communications skills

Responsibilities

Enhance client relationships with exceptional customer service
Processing financial and non-financial investment transactions
Respond to phone and email inquiries from Advisors, Dealers, and Fund Managers or Fund Administrators in a timely manner
Analyze complex issues or requests to determine best course of action
Producing ad-hoc reports for Fund Managers
Manage approval process and timelines per Fund Administrator requirements
Testing application enhancements
Faxing trade rejects and other requests
Other duties as assigned
Flexible work schedule required