About Apex
Apex Group⠀Ltd.,⠀established⠀in Bermuda⠀in 2003,⠀is a⠀global⠀financial⠀services⠀provider.⠀With over⠀80 offices⠀in 38⠀countries⠀worldwide⠀and more⠀than⠀10,000⠀employees,⠀Apex Group⠀delivers⠀an⠀expansive⠀range of⠀services⠀to asset⠀managers,⠀financial⠀institutions,⠀private⠀clients⠀and family⠀offices.⠀The Group⠀has⠀continually⠀improved⠀and⠀evolved⠀its⠀capabilities⠀to offer a⠀single-source⠀solution⠀through⠀establishing⠀the⠀broadest⠀range of⠀services⠀in the⠀industry,⠀including⠀fund⠀services,⠀digital⠀onboarding⠀and bank⠀accounts,⠀depositary,⠀custody,⠀super⠀ManCo⠀services,⠀corporate⠀services⠀including⠀HR and⠀Payroll⠀and a⠀pioneering⠀ESG⠀Ratings⠀and⠀Advisory⠀solution.⠀Apex⠀Group’s⠀purpose is⠀to be more⠀than just⠀a⠀financial⠀services⠀provider⠀and is⠀committed⠀to driving⠀positive⠀change to⠀address⠀three core⠀areas: the⠀Environment⠀and⠀Climate⠀Change,⠀Women’s⠀Empowerment⠀and⠀Economic⠀Independence,⠀Education⠀and Social⠀Mobility.
Life⠀at Apex⠀isn't just⠀about the⠀work you⠀do, it's⠀about⠀embracing⠀the⠀culture⠀and loving⠀what you⠀do. Every⠀employee⠀plays a⠀part in⠀making⠀Apex who⠀we are⠀today and⠀the more⠀that we⠀grow, the⠀more⠀important⠀that⠀becomes.⠀Whatever⠀your⠀career⠀path or⠀specialism⠀Apex⠀ensures it⠀rewards⠀loyal and⠀dedicated⠀employees.⠀The⠀international⠀nature of⠀our⠀business⠀and global⠀network of⠀offices⠀means that⠀there are⠀opportunities⠀to broaden⠀your life⠀experiences⠀and take⠀both⠀short-term⠀or⠀permanent⠀relocation⠀options.
Job Specification
This is a full-time position within the Company Secretarial team, working closely with the Directors to oversee the day-to-day implementation of the company’s business strategy. To support the Board in driving the external and internal profile of the business, to focus on client relationships to deliver an excellent service and maintain standards within the team. Understanding the company’s objectives to help the Board meet its business plan and develop the capabilities of the Company Secretarial team, while doing so.
The job responsibilities shall principally include:
- Implementing⠀procedural/administrative⠀systems to⠀improve⠀provision⠀of⠀services⠀within the⠀Company,⠀relating⠀to the⠀role;
- Ensuring⠀policies⠀are kept⠀current,⠀are⠀approved,⠀and that⠀team⠀members⠀are aware⠀of their⠀implications;
- HR⠀administration⠀–⠀Organising⠀staff⠀training,⠀appraisals,⠀managing⠀conflicts,⠀coaching⠀and⠀development⠀to team⠀members;
- Provide⠀technical⠀support to⠀team and⠀client⠀boards;
- Obtaining⠀and⠀conveying⠀legal/financial⠀advice⠀sought on⠀behalf of⠀clients⠀and ensure⠀team are⠀also kept⠀appraised⠀of⠀regulatory⠀updates⠀and⠀Corporate⠀Governance⠀standards;
- Reviewing⠀and⠀reporting⠀on the⠀timely⠀completion⠀of task⠀monitoring⠀checklists;
- Close⠀liaison⠀with⠀operational⠀directors⠀to⠀facilitate⠀the⠀take-on of⠀transfer/or⠀handover⠀of new⠀business;
- Preparing⠀quarterly⠀report to⠀the⠀operating⠀company⠀boards on⠀Company⠀Secretarial⠀matters;
- Resolve⠀relevant⠀issues⠀raised by⠀colleagues⠀and⠀encourage⠀a solution⠀driven⠀environment;
- Reinforce⠀Senior⠀Management⠀messages⠀and⠀changes in⠀working⠀practice⠀positively⠀throughout⠀the⠀team;
- Promote⠀a risk⠀management⠀culture⠀within the⠀business⠀by⠀proactively⠀highlighting⠀areas⠀where⠀improvements⠀can be⠀made to⠀reduce⠀operational⠀risk;⠀and
- Handling⠀communications⠀with the⠀DFSA,⠀obtaining⠀approvals⠀as⠀required,⠀notifying⠀the DFSA⠀as⠀required⠀for all⠀compliance-related⠀matters;
- Liaising⠀with⠀registration⠀and⠀regulatory⠀authorities,⠀where⠀applicable;
- Monitor⠀the⠀serviced⠀entities⠀regulatory⠀filings⠀calendar⠀and set up⠀mechanism⠀to ensure⠀the⠀entities⠀are⠀compliant⠀with such⠀regulations;
- Provide⠀guidance⠀to Apex⠀senior⠀management⠀on⠀Corporate⠀Governance⠀best⠀practices;
- Liaise⠀with⠀internal⠀groups⠀including⠀operations,⠀accounting,⠀compliance,⠀etc. on⠀relevant⠀matters;
- Handling⠀other⠀ad-hoc⠀compliance-related⠀projects⠀that may⠀be⠀assigned⠀from time⠀to⠀time.
- Incorporation⠀of new⠀entities⠀and⠀arranging⠀for⠀applicable⠀registration;
- Bank⠀account⠀opening⠀applications;
- Custody⠀and⠀Safekeeping⠀account⠀opening⠀applications;
- LEI⠀and ISIN⠀application;
- Transaction⠀management⠀- the⠀candidate⠀will be⠀expected⠀to monitor⠀new⠀transactions⠀and⠀co-ordinate⠀with the⠀various⠀Apex⠀functional⠀teams;
- Review⠀of⠀offering⠀documentation⠀from a⠀corporate⠀governance⠀perspective;
- Coordinate⠀internal⠀functions⠀to onboard⠀new⠀entities,⠀including⠀all⠀Service⠀Delivery⠀Teams,⠀Sales,⠀Legal,⠀Compliance,⠀Risk and⠀Technology⠀teams to⠀ensure all⠀new⠀launches⠀and are⠀successfully⠀project⠀managed⠀and⠀delivery⠀of⠀exception⠀client⠀experience.
- Assist⠀in the⠀production⠀of the new⠀business⠀report and⠀other KPIs⠀/⠀management⠀reports as⠀required;⠀and
- Any⠀other⠀duties in⠀the scope⠀of the⠀role that⠀the⠀company⠀requires.
Skills Required
- Minimum of 8 years relevant experience, including experience at senior management level;
- Relevant professional qualification at university graduate level or nearing completion of a relevant professional qualification will be viewed favourably;
- A strong understanding of company law and fund administration;
- Strong written and verbal communication skills;
- A good team player with experience in managing change; and
- Strong Word and Excel skills.