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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 Our role We are seeking a Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a varied, fast paced and energetic portfolio of clients. Your team You’ll be working in the Private Client & Family Office team in Jersey. As a Manager you will play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. We have a great team and a growing business but need your help to keep the momentum. Job Specification To have ownership and responsibility for a team of people who administer a portfolio of trusts, foundations and companies Responsibility for the mentoring and training of your team, and ensuring a four-eye principle is applied; Personal Development: ensure continual personal & team improvement in technical & commercial awareness; Acting as a channel of communication for upward and downward feedback; To build relationships with your team, intermediaries, third parties and identified key client contacts so as to be seen as the first point of contact. To identify cross-sell opportunities and services from across the Apex Single Source Solution to our clients; Effective management of working capital requirements of the business, including WIP management including recoverability, billing, prompt fee collection, and effective management of staff productivity & utilisation; Develop excellent client relationships fostering client retention and referrals leading to new business; Meet business targets as established within the risk framework; Maintain awareness of risks involved in administration activity and clearly understand risks involved in activities carried out and with respect to team’s client portfolio; To assist with the client acceptance process, including involvement at a client enquiry stage, and discussion with colleagues on client acceptance considerations, Monitoring and ensuring the team comply with the Company’s Policies and Procedures. Ensuring relevant KPIs are monitored and met on a regular basis Responsibility for maintaining data integrity Proactively identify existing and emerging risks in client portfolio Work with the Client Director to build strong & lasting relationships with clients & intermediaries within portfolio through demonstration of competence, efficiency and knowledge. Demonstrate the ability to create, monitor and maintain effective communication links with clients Manage, meet or exceed client expectations Demonstrate understanding of clients’ needs and issues Actively encourage maintenance of high client service standards from the team and monitor output to ensure consistent quality. Skills & Knowledge Required Hold a professional qualification recognised by the JFSC. Have excellent knowledge and understanding of offshore trust and company administration gained through previous experience in similar organisations Proven knowledge of appropriate Jersey legislation and regulation with the ability to demonstrate both compliance, risk and audit awareness. To identify and analyse issues, develop solutions, Ability to motivate the team, initiate and manage change. To present ideas in a user-friendly, business-friendly and technical manner. Prioritise and execute tasks effectively in a fast paced, high energy environment. Have experience of managing and\u002For assisting in the management of a team. The ability to delegate, coach and mentor members of the team. Act as a role model for other team members and others within the business. Ability to communicate at all levels. Strong organisational skills. Desirables Business development experience Broad knowledge of other fiduciary services Strong negotiating skills What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":110,"slug":111,"title":112,"location":13,"raw_job_location_address_addressLocality":247,"raw_hiringOrganization_logo_url":13,"raw_description":248},"St Helier, IFC","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: Client officer - Junior Administrator Role Location: Jersey Department: Capital Market Employment Type: Permanent, Full Time Are you looking to build a career in one of Jersey's most dynamic and internationally focused financial services sectors? We are seeking a motivated and ambitious Trainee Administrator to join our growing Capital Markets team. This is an exciting opportunity to work alongside experienced professionals supporting a diverse portfolio of international structures, including securitisations, debt issuance programmes, structured finance transactions, private equity holding structures and special purpose vehicles (SPVs). As a Trainee Administrator, you will gain exposure to complex cross-border transactions, corporate governance practices and regulatory frameworks while developing the technical skills and professional expertise required for a successful long-term career within Capital Markets and Corporate Services. Why Join Capital Markets? Our Capital Markets team partners with leading global financial institutions, investment managers, banks, lenders and multinational organisations. We support sophisticated structures and transactions across multiple jurisdictions, providing exposure to a broad range of financial products and corporate entities. This role offers a unique opportunity to develop specialist expertise within an expanding sector of the financial services industry while working in a collaborative and supportive environment. Career Development At Apex, we are committed to investing in our people and providing clear pathways for professional growth. You will benefit from: A structured training and development programme. Full support towards obtaining a recognised professional qualification, including CGI, STEP, ACA, ACCA, CISI or equivalent. Mentoring and coaching from experienced industry professionals. Exposure to board-level interactions and international transactions. Continuous technical and professional skills development. Clear progression opportunities from Trainee Administrator through to Senior Administrator, Management and Leadership positions. The Role & Key Responsibilities: Client Administration Support the day-to-day administration of a diverse portfolio of Capital Markets and Corporate Services entities. Assist with the administration of securitisation vehicles, note issuance programmes, structured finance transactions, holding companies and other SPVs. Assist with the incorporation, ongoing maintenance and winding-up of companies and other legal entities. Maintain statutory records and ensure client files remain accurate, complete and up to date. Process routine administrative matters in accordance with internal procedures, service standards and regulatory requirements. Ensure all activities are conducted in compliance with company policies, internal controls and applicable regulatory requirements. Corporate Governance & Board Support Prepare board packs, agendas and supporting documentation for board and committee meetings. Draft board minutes, written resolutions and other corporate governance documentation. Coordinate board meetings and attend meetings where required to assist with minute-taking and follow-up actions. Maintain statutory registers and corporate records. Support the completion of annual and event-driven corporate filings. Client Onboarding & Entity Lifecycle Management Assist with client onboarding, entity incorporations and account opening processes. Support the collection, review and maintenance of client due diligence documentation. Assist with changes to directors, shareholders, officers and authorised signatories. Support entity closure, liquidation and restructuring processes where applicable. Maintain accurate records across internal systems, banking platforms and document management systems. Compliance & Risk Management Assist with customer due diligence (CDD), Know Your Customer (KYC) and periodic review processes. Support client review and remediation activities in accordance with regulatory requirements. Escalate unusual transactions, missing documentation, risks or compliance concerns in a timely manner. Assist in ensuring regulatory deadlines and internal compliance obligations are met. Develop an understanding of Jersey AML\u002FCFT\u002FCPF requirements, sanctions obligations and financial crime controls. Financial & Operational Support Assist with the review of financial information and supporting documentation. Prepare routine payment instructions and banking documentation. Investigate and escalate discrepancies identified during client and entity reviews. Support transaction closings, refinancing events, restructurings and other corporate actions under the supervision of senior team members. Accurately record time and contribute towards team and business objectives. Support operational initiatives, process improvements and system enhancements Client Service & Stakeholder Management Build strong working relationships with clients, intermediaries, legal advisers, auditors, banks and other third parties. Support team for day-to-day client and stakeholder queries. Draft professional correspondence and client communications to a consistently high standard. Deliver exceptional client service in line with Apex values and service standards. Learning & Development Participate actively in internal training programmes and development initiatives. Develop knowledge of Capital Markets transactions, structured finance products, debt issuance programmes and Jersey corporate administration. Work towards obtaining a recognised professional qualification. Contribute positively to a collaborative, inclusive and high-performing team environment. Support senior team members with client deliverables and special projects as required. Qualifications & Skills Essential Pursuing Bachelor's or Master's degree in Law, Finance, Accounting, Economics, Business Studies or a related discipline. Strong academic background and a genuine desire to learn and develop. Excellent verbal and written communication skills. Ability to communicate information clearly and professionally. Strong analytical and problem-solving abilities. Ability to retain and apply technical information effectively. Strong organisational and time-management skills. Ability to prioritise tasks and meet deadlines in a fast-paced environment. Excellent client service and interpersonal skills. High level of accuracy and attention to detail. Ability to work effectively as part of a team. Desirable Previous internship, placement or work experience within financial services, legal services or corporate administration. Basic understanding of financial markets, structured finance, capital markets products and corporate structures. Awareness of Jersey's financial services and regulatory environment. Currently studying towards, or willing to study towards, a professional qualification recognised by the JFSC. Good working knowledge of Microsoft Word, Excel, Outlook and Teams. Ability to manage multiple priorities and adapt to changing business needs. What We Offer A genuinely unique opportunity to be part of a leading global financial services organisation. Comprehensive training and mentoring from experienced industry professionals. Full support towards obtaining a recognised professional qualification, including study support where applicable. Exposure to complex international Capital Markets and structured finance transactions. Opportunity to work across multiple jurisdictions and with leading global financial institutions. Direct interaction with senior management and industry specialists. Competitive salary and benefits package. Hybrid and flexible working arrangements. An inclusive, collaborative and high-performing working environment. Clear long-term career progression opportunities. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":59,"slug":60,"title":61,"location":13,"raw_job_location_address_addressLocality":247,"raw_hiringOrganization_logo_url":13,"raw_description":250},"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: Trainee Administrator Department: Real Assets Location: Jersey Employment type: Permanent, Full Time Role Summary: As a Trainee Administrator at Apex Group, you will support the delivery of high-quality corporate administration services to a portfolio of clients, working closely with experienced colleagues to ensure compliance with regulatory requirements and client expectations. You will assist with company secretarial and governance activities, prepare corporate documentation, coordinate board meetings, maintain accurate records and client data, and build strong relationships with key stakeholders. This role offers an excellent opportunity to develop technical, regulatory and client service expertise within a collaborative and fast-paced financial services environment. The Role & Key Responsibilities: Support the administration of a diverse portfolio of clients, delivering exceptional service while ensuring compliance with regulatory requirements and company standards. Prepare and maintain corporate and compliance documentation, including board minutes, resolutions, entity lifecycle documents and regulatory filings. Coordinate board meetings from start to finish, including the preparation and distribution of board packs and attendance at meetings where required. Build strong relationships with clients, intermediaries and third parties, becoming a trusted point of contact for day-to-day queries. Assist with client onboarding, entity set-up and closure processes, maintaining accurate records across internal systems and banking platforms. Complete client and investment reviews in line with agreed deadlines, identifying and escalating any risks, issues or discrepancies. Draft professional correspondence, reports, banking instructions and other client communications to a consistently high standard. Review financial information and documentation, proactively investigating and resolving discrepancies where required. Manage workloads effectively, accurately record time, and contribute to the achievement of team and business objectives. Collaborate with colleagues to drive operational excellence, continuously develop technical knowledge, and contribute to a positive, high-performing team environment.. Qualifications and skills: Bachelors or Masters in Law\u002FFinance degree. Ability to work as part of a team and retain information quickly. Ability to present ideas in user-friendly, business-friendly and technical language. Proven analytical and problem-solving abilities. Ability to effectively prioritise and execute tasks in a fast paced environment. Exceptional communication and customer service skills. Experience working in a team-oriented, collaborative environment. Nice to have: Ideally studying towards a professional qualification recognised by the JFSC, or above. Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment. Ability to multi-task, prioritise workloads and manage timescales. Attention to detail and accuracy. Strong organisational skills. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business. Opportunities for professional development. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":10,"slug":11,"title":12,"location":13,"raw_job_location_address_addressLocality":247,"raw_hiringOrganization_logo_url":13,"raw_description":252},"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 Assistant Manager – Private Clients & Family Office Role Location: Jersey, Channel Islands Department: Private Clients & Family Office Employment Type: Permanent, Full Time The Role & Key Responsibilities: To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. Autonomously administer an allocated portfolio of complex clients, which may contain some key clients of the Company, working directly with the Manager & Director responsible. Assist in managing the team and deputising in the Manager’s absence. Act as focal point for administration and technical queries from members of the team. To actively support the Manager in the training and development of the team to build and develop their knowledge and enhance their career and promotion prospects. As with any role level with in our business, we are dedicated to the development of all our staff. Assist with the mentoring, development and coaching of team members and providing feedback to the Manager; Where relevant support the Manager with the delegation of work whilst retaining responsibility, giving clear instructions, timeframes and providing feedback; Encourage a ‘can do’ positive approach, giving constructive feedback and guidance and encouraging open communication within the team; Maintain accurate reports of time spent on time billing modules, on a daily basis; Work effectively and efficiently, and ensure all time charged is reasonable and justified; guide and encourage other team members to do the same; Meet centrally defined, chargeable time requirements and any other specific targets; Develop strong client relationships and ensure, within own portfolio, the correct work has been billed for, and work with the Manager responsible to raise fee notes on a timely basis; Ensure knowledge of and compliance with Apex’s policies and procedures as amended from time to time. Maintain a clear understanding of the risks involved in all business activities carried out with respect to the client base and escalate anything as per Apex’s guidelines and policies; Demonstrate an excellent understanding of the relevant legal and regulatory requirements, commensurate with responsibilities. In an open and supportive manner, ensure that all breaches\u002Fincidents identified in relation to service delivery are reported to the Manager, recorded and agreed actions are properly implemented; Contribute to the production and maintenance of operating procedures for all the entities administered using the Company approved formats, acting as a champion for the introduction of new processes; Ensure all company \u002F trust \u002F partnership \u002F foundation records and statutory registers are properly maintained and updated on a timely basis in the relevant systems, including preparation of letters, minutes or any other documents; Accurately draft, prepare and review relevant documentation (e.g. compliance files, minutes, forms and documents for the JFSC) and systems (NavOne, banking systems) for the set up \u002F closure of entities; Take responsibility for the organisation of trustee meetings \u002F board meetings, preparation and distribution of accurate board packs to Directors. Attendance at meetings, and actively contribute to discussions and prepare or review draft minutes; Prepare accurately all necessary returns \u002F reports to the various authorities, including annual return, regulatory returns and any other ongoing statutory obligations; Carry out all other company secretarial and trustee activities in compliance with legal and regulatory requirements; Complete and manage the clearance of any client reviews using appropriate checklists in accordance with the agreed timeframe; Ensure investment reviews, are completed using appropriate checklists in accordance with the agreed timeframe; Have a good understanding of tax issues (e.g. IHT, CGT) in relation to all client portfolios administered to enable you to provide a full service to the client; Maintain a clear understanding of the client’s requirements and expectations; ensuring there is regular and open communication as required and escalate to the Manager \u002F Senior Manager any problems identified; Ensure that client reports (all correspondence, accounts, investor information etc) are produced to a high standard of accuracy, using approved templates, and distributed in accordance with agreed service levels; Be the first point of contact with clients, intermediaries, third parties and key client contacts working to build & develop meaningful relationships. Be involved with all steps of the client acceptance process, and look out for cross-selling opportunities for the business; Generate and check banking instructions Acting as a delegate signatory on client bank accounts; Manage work effectively, conflicting priorities, workload, utilising resources, as necessary to manage client \u002F management expectations ensuring excellent client service.; retaining full responsibility for own work including meeting deadlines where necessary; Assist the Manager in ensuring that appropriate cover for absences is in place, and that colleagues are fully briefed prior to any personal absence from the office. Demonstrate ability to provide cover in the absence of the Manager. Assist the Manager on ad hoc projects. Skills Required: To hold or to be actively working towards a professional qualification recognised by the JFSC. An excellent understanding of trust and company administration. A good understanding of applicable laws and legal & regulatory concepts Ability to analyse a set of financial accounts and identify areas for further discussion \u002F investigation. Previous experience of working within trust and company business is essential. Ability to present ideas in user-friendly, business-friendly and technical language. Self-motivated. Proven analytical and problem-solving abilities. Ability to effectively prioritise and execute tasks in a fast-paced environment. Exceptional communication and customer service skills. Experience working in a team-oriented and collaborative environment. Act as a role model for other team members and others within the business. Ability to communicate at all levels. Effective delegation skills High standard of oral and written communication skills, to allow effective communication with colleagues at all levels. Excellent interpersonal skills. Ability to prioritise workloads and use own initiative. The ability to work within allocated deadlines and according to instructions and Company procedures. Confident in using all systems necessary for day-to-day tasks and ability to identify own training needs. Excellent organisational and administrative skills, with the ability to identify and suggest procedural improvements. The opportunity to work as part of a high-performance team and to contribute to the successful performance of the Company. To be aware of, and convey, the correct professional image and high standards applied by the Company. Ensure that own skills and knowledge are kept up to date, meeting regulated CPD requirements. Collaborative mindset Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment. Ability to multi-task, prioritise workloads and manage timescales. Attention to detail and accuracy. Strong organisational skills. A strong desire for self-improvement & career development What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and working with senior management directly undefined Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":84,"slug":85,"title":86,"location":13,"raw_job_location_address_addressLocality":247,"raw_hiringOrganization_logo_url":13,"raw_description":254},"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 Senior Risk Manager \u002F Head of Risk Location: Jersey Employment Type: Full-Time About the Role Apex Group is seeking an experienced and commercially minded Senior Risk Manager \u002F Head of Risk to join our Jersey leadership team. This is a high-impact role offering the opportunity to shape and strengthen the local risk management framework across a leading global financial services organisation. You will work closely with senior business leaders, local Boards, and Group Risk stakeholders, providing independent oversight, challenge, and guidance while helping the business achieve its strategic objectives in a controlled and sustainable manner. The successful candidate will play a key role in promoting a strong risk culture, influencing decision-making at all levels, and ensuring that risk management remains a value-adding business partner rather than simply a regulatory requirement. Key Responsibilities As the Senior Risk Manager \u002F Head of Risk, you will: Act as a trusted advisor to local leadership teams and Boards on risk-related matters. Lead the implementation and ongoing enhancement of Apex Group's Risk Management Framework within Jersey. Provide independent oversight and challenge across operational, regulatory, financial, reputational, and strategic risks. Partner with business leaders to identify emerging risks and strengthen the overall control environment. Drive a proactive risk culture through education, engagement, and effective governance. Present risk insights, trends, and recommendations to local Boards, Risk Committees, and senior stakeholders. Oversee risk events, complaints, incidents, and breaches, ensuring appropriate investigation, root cause analysis, and remediation. Support and challenge client acceptance decisions from a risk perspective. Lead and contribute to Risk and Control Assessments, ensuring risks are effectively identified, assessed, and managed. Maintain oversight of Business Continuity and Operational Resilience arrangements. Monitor regulatory developments and provide guidance on their potential impact to the business. Produce meaningful risk reporting that supports informed decision-making and strategic planning. What We're Looking For We're interested in speaking with experienced risk professionals who bring: Significant experience within Risk Management in financial services. Experience working within regulated environments such as fund administration, fund management, private wealth, banking, fiduciary, or broader financial services sectors. Strong understanding of enterprise risk management frameworks and governance structures. Experience operating within both first and second lines of defence. The confidence and credibility to engage with and challenge senior stakeholders and Boards. Excellent analytical, reporting, and communication skills. A pragmatic and solutions-focused approach to managing risk. Professional risk, compliance, audit, or financial services qualifications would be advantageous. Why Join Apex Group? This role offers a unique opportunity to combine local leadership responsibility with exposure to a truly global organisation. You'll benefit from: A senior, visible position with regular interaction with executive leadership and Board members. The opportunity to influence risk strategy and governance in a growing international business. Exposure to a diverse range of financial services businesses and products. A collaborative and supportive culture that values expertise and professional judgement. Ongoing professional development and career progression opportunities across the wider Apex Group network. Competitive salary and benefits package aligned to experience. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":256,"slug":257,"title":258,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":259},26161,"manager-cs-listed-funds-jersey-apex-financial-services-jersey-limited","Manager - CS Listed Funds, Jersey","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 Manager - Corporate Services Role Purpose: To manage a busy team of staff – both local and remote - with varied experience levels, delivering exceptional company secretarial, governance and administration services to a portfolio of key clients of the business, which include regulated, listed and corporate structures. To take ownership for the client and intermediary relationships within your designated portfolio of clients. To be responsible for the ongoing development of your team by providing coaching and technical expertise. To be an active member of the department’s management team assisting the director group in meeting targets, driving the change agenda, delivering to high standards of client service and meeting regulatory requirements. To provide operational support to the department where needed Key responsibilities: People Responsibility for the supervision, mentoring and training of your cross jurisdictional team, and ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained. Pro-actively collaborate across different functions within the business, including, but not limited to, compliance, risk, accounting, and relationship management. Inspire your team to provide new, innovative ideas on how to improve the efficiencies of daily tasks. Oversee and drive the ongoing development of your team members through regular one-to-one meetings and periodic formal appraisals, acting as a channel of communication for upward and downward feedback. Work with the Client Services Directors on a day-to-day basis to manage workloads and keep them appraised of ongoing client matters. Client Service To build relationships with intermediaries, third parties and key client contacts. Be seen as the first point of contact and foster client retention and referrals leading to new business. There is a significant amount of senior level client and non-executive board contact, which means that you and your team are seen as front line service. Oversight of the corporate calendar for your clients, attending board and committee meetings and overseeing production of quality minutes on a timely basis. Oversight of client audit process, where required. Undertake reviews of clients’ legal and technical documents, such as the prospectus, key operating manual, terms or reference and policies and procedures. Co-ordinate and ensure accurate and timely completion of all regulatory, corporate and tax filings for your client portfolio. Act as authorised signatory on bank mandates. Monitor and ensure adherence with client service level agreements through the use of KPIs. Consider changes in legislation and corporate governance and disseminate implications to the team and assist with procedural changes where necessary. Revenue & Growth Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection and staff productivity. Contribute to the department’s strategy for growth, participate actively in team and management strategy sessions and take responsibility for your team achieving revenue targets. Support future growth through business development activity. Where required, assist with the client acceptance process in accordance with the business’ procedures, from involvement at a client enquiry stage to formal take-on of the client. Risk & Compliance Maintain awareness of risks and clearly understand those risks involved in activities carried out and with respect to your own client portfolio. Monitor team compliance with policies and procedures. Pro-actively keep up to date with current industry issues and developments. Assist with the completion of client due diligence for existing and new clients. Qualifications & Skills: Essential In the process of attaining or holds a relevant professional qualification recognised by the Jersey Financial Services, preferably ICG or ACCA. At least six years financial services experience, or equivalent. Previous experience in people management. Relevant expertise and comprehensive technical knowledge of corporate governance matters and the ability to communicate professionally and confidently. An understanding of the rules applicable to listed companies is desirable but not essential as training will be provided. Skills Effective leadership, motivation and delegation skills, acting as a role model for team members and within the business. The ability to mentor team members, promoting equal opportunities, acknowledging performance and developing their talents and skills. Excellent standard of oral and written communication skills, with the ability to conduct presentations at all levels. The ability to identify and analyse issues and develop solutions. Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness. Proficient minute writing skills. Broad understanding of the fiduciary products offered by Apex Group Ltd, as well as the specific offerings within corporate services. Self-motivated and have the ability to multi-task and work under pressure. The ability to deal with clients and professional advisors, and proven commitment to providing a quality service. Excellent organisational and administrative skills, and ability to identify and suggest procedural improvements. Wide ranging experience and skills in the understanding and application of accounting and bookkeeping principles and the interpretation of financial statements. Experience and skills in the effective management of risk within the clients you have responsibility for. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":261,"slug":262,"title":263,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":264},4150,"client-kyc-manager-coafsjll-apex-financial-services-jersey-limited","Client KYC 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 Client KYC Manager|Vice President The Role & Key Responsibilities: Oversee and manage the internal review process for various product and service lines within fund administration and other related business lines, ensuring compliance with all regulatory requirements and internal policies. Lead and supervise KYC\u002FAML operations, including reviewing and approving new business, trigger reviews, and KYC refresh (as part of periodic reviews), ensuring that all KYC processes are executed effectively and in line with company procedures. Manage the day-to-day operations of the local Client KYC desk and business support jurisdiction, providing leadership and guidance to the teams to ensure efficiency and quality in client onboarding and KYC maintenance. Ensure compliance with the JFSC Handbook and maintain a high level of technical expertise in Client KYC, demonstrating a strong knowledge of regulatory frameworks and KYC\u002FAML best practices. Identify and mitigate potential risks within the KYC processes, working closely with the local compliance team and referring cases when necessary, following company procedures at all times. Oversee the New Business Client KYC process, providing regular status updates to clients and internal stakeholders, organizing weekly calls, and ensuring project \u002F remediation plans are tracked and executed efficiently. Provide specialist KYC onboarding advice across all Apex Group business lines, ensuring client needs are met and fostering strong, collaborative relationships through proactive communication and teamwork. Act as the primary escalation point for all Client KYC related matters, addressing complex queries and issues in a timely and effective manner. Provide day-to-day Client KYC onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork. Work to support the integration of Apex acquisition companies to embrace the client KYC experience. Completing any other tasks that may be assigned by the Regional Head of Client Onboarding & KYC. Will report to the Head of Client Onboarding & KYC Channel Islands Qualifications and skills required An individual with a bachelor\u002Fmaster’s degree qualification or equivalent. A minimum of 7-10 years of KYC experience within the investment fund industry or equivalent. Demonstratable experience in people management, including cross-jurisdictional teams. A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements. Excellent communication, interpersonal and problem-solving skills. Excellent time management and planning skills to deliver against agreed deadlines and objectives. Knowledge of Due Diligence, Compliance and Financial Structures in Offshore Locations, with exposure to other geographical locations. High attention to detail, accuracy, analytical, technical, organizational, and problem-solving skills. Proactive and have the knowledge and skills to use their own initiative in handling clients’ queries and escalate to management when required. Ability to run and deliver on multiple projects and assignments. Adaptable and flexible to changes What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly To be successful in these roles, it is envisaged that you are a motivated and self-driven individual eager to contribute and grow with the organization. Knowledge of financial products and environments along with prior fund experience will ensure your success. Critical to your ability to perform these roles will be your customer focus, attention to detail and team focus. We offer a modern and progressive work environment. You can expect to be challenged and offered a path towards future career growth. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":266,"slug":267,"title":268,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":269},4164,"client-compliance-administrator-coafsjll-apex-financial-services-jersey-limited","Client Compliance 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 The Role As an Administrator within the Client Compliance Team, you are responsible for providing high quality support and assistance to the Client Compliance Officers and Senior administrators on various fund structures such as Managed Entities\u002FJersey Regulated Collective Investment Funds, Jersey Private Funds, non-regulated Funds and Schedule 2 entities to which Apex services are provided. Responsibilities Comply with all internal policies and procedures applicable this role and the wider business Ensure that all prescribed training is carried out and completed in a timely manner Assist in the completion of Compliance Monitoring programmes in relation to testing and reporting. Assist in the completion of compliance data reconciliation and reporting Assist in the drafting of Client Board Compliance reports and packs Carry out duties in support of the Senior Members of the Apex Client Compliance Function Ensure Business as usual requirements and timed reporting requirements are met Undertake or assist in any planned or ad hoc project work that is identified and become involved with Apex Group initiatives in relation to regulatory, Team or Business issues, liaising with Senior Members of the team and other stakeholders as and when required. Assist other team members where required; and Liaise with other Apex business employees on day to day regulatory and compliance matters and assist or appropriately direct queries regarding relevant laws, orders or codes of practice Provide support to third party administrators in relation to administrative requests Assist in the maintenance and monitoring of registers Skills 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. Excellent communication skills. Be well organised. Have the flexibility and adaptability to undertake a variety of tasks at short notice if required. Be proactive in your approach; self-motivated, and capable of prioritising workloads as required. Although training will be provided, the following skills and knowledge would be desirable for this role: Knowledge of the Financial Services (Jersey) Law 1998, and any orders issued under the Law. Knowledge of the legislation and regulation in Jersey relating to Money Laundering and Financing of terrorism, including: The Anti Money Laundering (AML), Countering the Financing of Terrorism (CFT), and Countering Proliferation Financing (CPF) Codes of practice issued under the supervisory bodies law for Trust Company Business, Fund Service Business, Alternative Investment Funds, and Certified Funds. The relevant Handbooks for the Prevention and Detection of Money Laundering, the Financing of Terrorism and the countering of Proliferation Financing. You must have an awareness of your 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 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":271,"slug":272,"title":273,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":274},4165,"client-compliance-officer-coafsjll-apex-financial-services-jersey-limited","Client Compliance Officer","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 Client Compliance Officer Summary This Client Compliance Officer role is to act as a nominated MLCO\u002FAMLCO \u002F MLRO\u002FAMLRO for several of the Jersey Non-Collective Investment funds\u002FJersey Private Funds and Schedule 2 entities to which Apex provides services. The Client Compliance Officer will have direct access to the boards of the relevant Registered\u002FSupervised Persons, and unfettered access to all business lines, support departments and necessary information. The Client Compliance Officer will report to the Head of Client Compliance in Jersey. The role & Key Responsibilities The Client Compliance Officer will fulfil the role of MLCO\u002FAMLCO \u002F MLRO\u002FAMLRO for a number of Non- Collective Investment Funds and Schedule 2 entities. Where the role is supported by resources, this role may include line management responsibility. Key responsibilities can be summarised as follows: Monitoring compliance of the relevant Registered\u002FSupervised Person’s compliance with legislation in Jersey relating to money laundering and financing of terrorism and the AML\u002FCFT\u002FCPT Codes of Practice issued under the Supervisory Bodies Law by undertaking a Compliance Monitoring Program ensuring that findings are escalated and remediated to conclusion; Ensuring that there are adequate procedures for monitoring compliance with, and testing the effectiveness of policies and procedures; Ensuring that there are adequate procedures for monitoring and testing the effectiveness of measures to raise awareness and training that are commensurate with the AML\u002FCFT\u002FCPT risks faced; Monitoring whether the enactments in Jersey relating to Money Laundering and the Financing of Terrorism and AML\u002FCFT\u002F CPT Codes of Practice are being complied with; Monitoring and testing compliance with systems and controls (including policies and procedures) in place to prevent and detect money laundering and financing of terrorism; apexgroup.com 3 Reporting periodically as appropriate to the boards of the Registered\u002FSupervised Persons on compliance with the Administrator’s and Registered\u002FSupervised Persons, systems and controls (including policies and procedures) and issues that need to be brought to their attention; Receive and consider internal SARs in accordance with internal reporting procedures; Make timely disclosures to the Financial Intelligence Unit (FIU) where necessary; Maintain a record of all requests for information from law enforcement authorities and records relating to all internal and external SARS; Advise in the management of relationships effectively post any disclosure to avoid tipping off; Act as the liaison point with the Jersey Financial Services Commission (JFSC) and the FIU and in any other external enquiries in relation to money laundering or financing of terrorism; Maintain a Register of Suspicious Activity Reports; Where a deputy MLRO is appointed, keep a record of all deputy MLROs; Provide support to, and routinely monitor the performance of each deputy MLRO and consider and determine that any SARS are being handled in an appropriate and consistent manner by reviewing samples of records containing SARS and supporting documentation and reviewing the decisions and basis for decisions taken in deciding whether to make an external SAR. Other Responsibilities Maintain appropriate independence; Initiate Themed Compliance Reviews as\u002Fwhen required; Keep abreast of the changing regulatory environment, assess, and recommend amendments to internal systems and controls as well as policies and procedures to facilitate compliance with the regulatory framework; Respond to enquiries from auditors or other service providers as\u002Fwhen required; Ensure that your required level of CPD is undertaken each year; and assist with other duties to support Jersey’s Head of Compliance Solutions as may be necessary from time to time. Skills Required You will have substantial finance sector experience with an excellent understanding of the Jersey regulatory environment and preferably (although not essential) have previously held Key Roles; sufficient experience and skills which include holding an appropriate Table 4 qualification (as determined by the registered person) AML or other professional qualification or be studying towards such a qualification; A sound knowledge of the Jersey Anti-Money Laundering legislation and any orders issued under those laws; A sound knowledge of The Handbook for the Prevention and Detection of Money Laundering and the Financing of Terrorism and Countering of Proliferation Financing; A sound knowledge of the Financial Services (Jersey) Law 1998, any orders issued under the Law; A sound knowledge of other regulatory and legislative requirements applicable to the business undertaken by the Registered\u002FSupervised Persons; Full awareness of your own obligations and those of the Registered\u002FSupervised Persons under the laws mentioned above as well as the Terrorism Law, the Directions Law, Terrorist Sanctions Measures etc.; Excellent time-management skills, being self-motivated, pro-active, and capable of prioritizing workloads as required; Excellent communication skills with the ability to effectively communicate with boards and colleagues; A good working knowledge of Microsoft office products, in particular Outlook, Word and Excel; Attention to detail; Good report writing skills; Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":276,"slug":277,"title":278,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":279},4166,"client-onboarding-manager-coafsjll-apex-financial-services-jersey-limited","Client Onboarding 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 Client Onboarding Manager Role Location: Jersey, Channel Islands Department: Global Client Onboarding & KYC Employment Type: Permanent, Full Time Reporting Line: Regional Head of Client Onboarding & KYC – Channel Islands The Role & Key Responsibilities: The Client Onboarding Manager will be responsible for the onboarding and integration of new Apex Group clients in Jersey. Key tasks will include coordination of client adoptions (KYC\u002FAML), account openings, review and negotiation of funds offering documentation and legal agreements, internal system set ups, and project planning. The Client Onboarding Manager will be expected to coordinate internal functions to onboard new clients including Service Delivery Teams, Sales, Legal, Compliance, and Technology teams to ensure all new launches and conversions are successfully project managed. As part of the integration process, the candidate will be expected to provide regular status updates of onboardings and conversions to new clients. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress. The Client Onboarding Manager will participate in regional new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned. The candidate will also assist in the production of the new business report and other KPIs \u002F management reports as required. The Client Onboarding Manager will work with the Integration team to develop best practices and operating models for integration to enhance the client onboarding experience. Ensure integration of legacy businesses in the Group into the central onboarding process. Support other European offices when under resourced. Act as an escalation point for all onboarding related issues. Assist Heads of Onboarding in rolling out the Group onboarding procedure in all locations and business lines. Assist Heads of Onboarding in rolling out other onboarding initiatives as we streamline the process across the Group; Enhance reporting for deals onboarded in European locations for Group consumption; Skills Required: The ideal candidate must have an excellent knowledge of funds industry and will have 5-10 years’ experience working on Hedge, Private Equity funds and other Apex Group products. Experience of different fund structures, domiciles and regulatory requirements is an advantage. Experience\u002Fknowledge of Corporate\u002FTrust\u002FCustody\u002FDepository\u002FAIFM services is an advantage. You should have strong attention to detail and excellent communication skills. The candidate must be able to work on their own initiative. Project management skills. Knowledge of Investran, Advent Geneva, Mantra, Paxus, eFront and other accounting or investor services systems an advantage but not a necessity. We are looking for a Client Onboarding Manager to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the fund administration company including Service Delivery teams, Technology, Product Management & Sales. Performance The successful candidate will be expected to work on his \u002F her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":281,"slug":282,"title":283,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":284},4167,"corporate-officer-coafsjll-apex-financial-services-jersey-limited","Corporate Officer","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 Client Administrator Department: Real Assets Location: Jersey Contract type: Permanent, Full Time Role purpose: To work on a portfolio of clients, with the guidance from an Assistant Manager\u002FManager, and to work collaboratively with other members of the team to assist in the provision of company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. Accountabilities and main responsibilities: · Work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties, with a positive ‘can do’ approach to support the successful performance of the Company; · Maintain accurate reports of time spent on time billing modules, on a daily basis; · Work effectively and efficiently, and ensure all time charged is reasonable and justified; · Meet centrally defined, chargeable time requirements and any other grade specific targets; · Identify when clients should be billed and work with the Manager responsible to raise a fee note, if necessary; · Develop knowledge of, and comply with Apex’s policies and procedures as amended from time to time. · Demonstrate an understanding of relevant legal and regulatory requirements, commensurate with responsibilities. Carry out all tasks in compliance with legal, regulatory and internal requirements (policies and procedures). · Contribute to the maintenance of operating procedures using the Company approved formats and maintain an awareness of risks involved in administration activities; · Ensure all incidents are identified in line with service delivery, and are reported to the Manager, where appropriate actions are implemented; · To take responsibility for the drafting and preparation of relevant documentation (compliance files, minutes, forms and documents for the JFSC) and systems data (Dynamics, banking systems) for the set up \u002F closure of entities. · Take responsibility for the organisation of board meetings, including the preparation and distribution of board packs to Directors. · As and when required, attend meetings and prepare draft minutes; · On a timely basis draft letters, minutes and banking instructions as necessary. Develop knowledge of electronic banking systems and ability to accurately generate on-line banking instructions for subsequent review and approval. · Carry out all other company secretarial activities in compliance with legal and regulatory requirements; · Clearance of client reviews using appropriate checklists, and ensuring this is completed in accordance with the agreed timetable; · Ensure investment reviews, are completed using appropriate checklists and ensuring this is completed in accordance with the agreed timetable; · Take responsibility for accuracy and quality of own data entries; · To take responsibility and ownership for all administration for allocated portfolios by providing a first class service in line with client expectations and agreed service levels; · Build relationships with intermediaries, third parties and identified client contacts so as to become the first point of contact for routine contact; · Produce all client reports (letters, emails, faxes, statements, investor information etc) to a high standard of accuracy, using approved procedures and in accordance with agreed service levels; · Demonstrate initiative and review and read a set of accounts, follow up on any discrepancies so that they are satisfactorily resolved in a timely manner; Qualifications and skills: ESSENTIAL · Ability to work as part of a team. · Ability to absorb and retain information quickly. · Ability to present ideas in user-friendly, business-friendly and technical language. · Self-motivated. · Proven analytical and problem-solving abilities. · Ability to effectively prioritise and execute tasks in a fast paced environment. · Exceptional communication and customer service skills. · Experience working in a team-oriented, collaborative environment. DESIRABLES · Ideally studying towards a professional qualification recognised by the JFSC, or above. · Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment. · Ability to multi-task, prioritise workloads and manage timescales. · Attention to detail and accuracy. · Strong organisational skills. What you will get in return: · A genuinely unique opportunity to be part of an expanding large global business; · Competitive remuneration commensurate with skills and experience; · Training and development opportunities Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":286,"slug":287,"title":283,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":288},4168,"corporate-officer-coafsjll-apex-financial-services-jersey-limited-2","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 Description Client Administrator Department: Real Assets Location: Jersey Contract type: Permanent, Full Time Role purpose: To work on a portfolio of clients, with the guidance from an Assistant Manager\u002FManager, and to work collaboratively with other members of the team to assist in the provision of company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. Accountabilities and main responsibilities: · Work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties, with a positive ‘can do’ approach to support the successful performance of the Company; · Maintain accurate reports of time spent on time billing modules, on a daily basis; · Work effectively and efficiently, and ensure all time charged is reasonable and justified; · Meet centrally defined, chargeable time requirements and any other grade specific targets; · Identify when clients should be billed and work with the Manager responsible to raise a fee note, if necessary; · Develop knowledge of, and comply with Apex’s policies and procedures as amended from time to time. · Demonstrate an understanding of relevant legal and regulatory requirements, commensurate with responsibilities. Carry out all tasks in compliance with legal, regulatory and internal requirements (policies and procedures). · Contribute to the maintenance of operating procedures using the Company approved formats and maintain an awareness of risks involved in administration activities; · Ensure all incidents are identified in line with service delivery, and are reported to the Manager, where appropriate actions are implemented; · To take responsibility for the drafting and preparation of relevant documentation (compliance files, minutes, forms and documents for the JFSC) and systems data (Dynamics, banking systems) for the set up \u002F closure of entities. · Take responsibility for the organisation of board meetings, including the preparation and distribution of board packs to Directors. · As and when required, attend meetings and prepare draft minutes; · On a timely basis draft letters, minutes and banking instructions as necessary. Develop knowledge of electronic banking systems and ability to accurately generate on-line banking instructions for subsequent review and approval. · Carry out all other company secretarial activities in compliance with legal and regulatory requirements; · Clearance of client reviews using appropriate checklists, and ensuring this is completed in accordance with the agreed timetable; · Ensure investment reviews, are completed using appropriate checklists and ensuring this is completed in accordance with the agreed timetable; · Take responsibility for accuracy and quality of own data entries; · To take responsibility and ownership for all administration for allocated portfolios by providing a first class service in line with client expectations and agreed service levels; · Build relationships with intermediaries, third parties and identified client contacts so as to become the first point of contact for routine contact; · Produce all client reports (letters, emails, faxes, statements, investor information etc) to a high standard of accuracy, using approved procedures and in accordance with agreed service levels; · Demonstrate initiative and review and read a set of accounts, follow up on any discrepancies so that they are satisfactorily resolved in a timely manner; Qualifications and skills: ESSENTIAL · Ability to work as part of a team. · Ability to absorb and retain information quickly. · Ability to present ideas in user-friendly, business-friendly and technical language. · Self-motivated. · Proven analytical and problem-solving abilities. · Ability to effectively prioritise and execute tasks in a fast paced environment. · Exceptional communication and customer service skills. · Experience working in a team-oriented, collaborative environment. DESIRABLES · Ideally studying towards a professional qualification recognised by the JFSC, or above. · Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment. · Ability to multi-task, prioritise workloads and manage timescales. · Attention to detail and accuracy. · Strong organisational skills. What you will get in return: · A genuinely unique opportunity to be part of an expanding large global business; · Competitive remuneration commensurate with skills and experience; · Training and development opportunities Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":290,"slug":291,"title":292,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":293},4171,"finance-manager-coafsjll-apex-financial-services-jersey-limited","Finance 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 Profile Role title Manager Department Client Accounting Location Jersey Contract type Permanent, Full-time Reporting to Associate Director Role purpose The candidate will be responsible for the management and undertaking of accounting and reporting services to a range of entities administered by Apex and undertaking a variety of management tasks within the Client Accounting Department. Range of entities includes corporate, real estate and fund structures including private equity and open ended funds. The Client Accounting Department is organised into teams, each with a team leader reporting to the department head. The Client Accounting Department supports the Client Administration teams in all aspects of financial record keeping and reporting. Manage activities in department\u002Ffunction and ensure that all work is completed to the high standard expected and in accordance with prescribed policy and procedures, legal\u002Fregulatory requirements, service levels and company standards so as to meet with business expectations. Supporting the Associate Director with the review and oversight of outsourced accounting services (fund accounting and financial reporting) provided by Global Service Centres of relevant entities administered by Apex, including monitoring of KPI’s. Assist in accounting projects and contribute to the onboarding process for new clients where accounting services are required, working collaboratively with the Client Administration teams as part of the process. Accountabilities and main responsibilities DUTIES & RESPONSIBILITIES: People Pro-actively collaborate across different functions within the business, including, but not limited to, compliance, risk, client administration, and client relationship management teams. Responsibility for the supervision, mentoring and training of your cross jurisdictional team, and ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained. To coach and develop all team members to achieve individual and business goals and promote a healthy working environment. Oversee and drive the ongoing development of your team members through regular one-to-one meetings and periodic formal appraisals, acting as a channel of communication for upward and downward feedback. To provide training to new joiners and existing staff to include, technical training, practical work based training along with systems training. Organisation and holding of team and departmental meetings to promote team communication, and knowledge sharing. To keep line manager informed of available capacity or resourcing constraints identified at an individual level or within the department. Provision to the business for the communication of key performance statistics and other relevant information. Collaborate on client proposal documentation and attendance and involvement at client proposal meetings where accounting services are required Ability to communicate with clients and other intermediaries, providing solutions to accounting and\u002For technical matters. Liaise with Group Internal Auditors and External Auditors. Revenue & Growth Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection and staff productivity. Contribute to the department’s strategy for growth, participate actively in team and management strategy sessions and take responsibility for your team achieving revenue targets. Support future growth through business development activity. Where required, assist with the whole client acceptance process in accordance with the business’ procedures, from involvement at a client enquiry stage to formal take-on of the client. Risk & Compliance Maintain an awareness of legal responsibilities, accounting requirements and the need to report suspicious transactions in order to comply fully with relevant control and regulatory requirements. To ensure compliance with business policies and procedures and that departmental quality levels and standards are upheld. Identify areas of potential risks and provide the business with solutions as to how these can be mitigated. Attendance at required committee meetings and provide general business support on risk solutions Review and update client accounting policies and procedures to reflect any clarifications and interlink with other business procedures. Enhance development, utilisation, training, develop\u002Fupgrade of manuals \u002F checklists for accounting applications (including NAVOne; Paxus; and Efront). Prepare monthly reports for risk committees and\u002For internal monitoring. Maintain the tracker system for all client accounting requirements to ensure deadlines and expectations are planned and delivered. Responsibility to monitor the department accounts tracker, to follow up with teams on a regular basis to ensure that all workflows are managed. Client Service Involvement on client set up and take on in respect of practical considerations, ability to fit within existing client templates or bespoke to client. Provide support to the client teams in all aspects of financial reporting and client considerations. Completion of accounting technical reviews on all client files. To include full review of all forms of financial statements, to ensure transactions have been accurately recorded, confirm existence and valuation of assets and liabilities and ensure presentation and disclosure of financial statements is in accordance with regulatory and industry standards. Responsibility for clients with accounting of varying complexity that will mainly comprise of Company’s, Limited Partnerships, Unit Trusts, Funds, Private Equity and other SPVs. Preparation of accounting information will cover those entities reporting under UK GAAP, IFRS and US GAAP and includes both stand alone and consolidated financial statements. Review of preparation of statutory annual\u002Finterim\u002Fmanagement financial statements for types of entities noted above. To be completed in accordance with appropriate accounting standards and agreed levels of service. This will include review of full working papers file with summary schedules and backup to facilitate both technical accounting reviews and general administrative reviews. This may also require communication directly with client’s auditors and will usually have tight reporting deadlines. Ability to manage client deadlines and various reporting requirements. Ability to manage teams to ensure those requirements are met. Support client administration teams on any client proposals, or new business take on in terms of financial support for structure, set up and guidance. Qualifications and skills QUALIFICATIONS:- The candidate is expected to have completed a professional qualification, typically at this level CIMA (Chartered Institute for Management Accountants); ACCA (Association for Chartered Certified Accountants); ICAEW (Institute of Chartered Accountants in England and Wales). Alternatively has competed CAT\u002FAAT or equivalent and has relevant historical and practical experience in a job at a similar level and can demonstrate fully this experience. Exposure of and understanding of IFRS and UK GAAP is expected from the candidate. Knowledge of the offshore financial services industry is essential. EXPERIENCE:- Experience of 6-7 years would be expected. Previous experience in people management. Route to progression can be achieved by proven performance evidenced by Annual Performance Development Reviews and possession of the required level of experience. SKILLS:- Ability to liaise with all areas of the business to ensure the department is able to operate profitably and efficiently. Effective leadership, motivation and delegation skills, acting as a role model for team members and within the business. The ability to mentor team members, promoting equal opportunities, acknowledging performance and developing their talents and skills. Excellent standard of oral and written communication skills, with the ability to conduct presentations at all levels. The ability to identify and analyse issues and develop solutions. Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness. Proven technical understanding of accounting and financial reporting. Ability to manage and direct others to aid performance development and efficiencies. Assist in the development of ongoing departmental goals and strategic plan. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":295,"slug":296,"title":297,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":298},4174,"manager-fund-accounting-coafsjll-apex-financial-services-jersey-limited","Manager - Fund Accounting","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 Manager Role Location: Jersey Department: Private Equity Employment Type: Permanent Apex are looking a Manager within accounting who will join a thriving team providing fund accounting and financial reporting service to our largest Private Equity fund client. The role will include financial reporting, NAV reporting and other related duties. The purpose of this role is to account for a large complex fund of funds structure and support the Associate Director or Director. The Role & Key Responsibilities: Act as one of the key relationship and escalation point people in accounting matters on your allocated client portfolio, managing expectations and delivering high levels of client service; Lead a team responsible for the end-to-end accounting and financial reporting for a private equity funds of funds; Review more complex quarterly and semi-annual management and statutory accounts (including but not limited to NAV and NAV per share calculations, capital calls and distributions, waterfall calculations); Manage the audit process, maintenance of audit files and communication\u002Fliaison with auditors for client; Liaise and act as the day to day contact with the fund manager and other external parties; Attend board meetings and present financial information; Lead, mentor and develop a team of accountants, including setting objectives and their periodic appraisals. Skills Required: Hold a professional ACA, ACCA, CPA, CIMA qualification or equivalent; Substantial Fund accounting experience preferably within Private Equity in a professional services environment; People management experience; Excellent interpersonal and communication skills in order to develop strong, effective working relationships with colleagues and clients; Excellent organisational and prioritisation skills with the ability to multitask efficiently; Knowledge of fund administration tasks would be advantageous; A good working knowledge of IFRS and other prominent accounting standards. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business; Opportunity to work with a diverse, agile and globally recognised product line; The opportunity to innovate, improve process and really make a difference. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":300,"slug":301,"title":302,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":303},4180,"senior-client-officer-coafsjll-apex-financial-services-jersey-limited","Senior Client Officer","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 Senior Administrator Role Location: Jersey, Channel Islands Department: Real Assets Employment Type: Permanent, Full Time Summary of role You will be a member of a team within our real assets group that specialises in the provision of corporate and fund services to real estate structures. Working closely with the senior managers on their portfolio, the role requires proactive, hands-on client interaction including regular client meetings, all conducted in a professional manner and in accordance with regulatory requirements, agreed client service-levels and company standards. Job Specification · You will be a key contact for the property and investment managers, board of non-executive directors and intermediaries within your designated portfolio of clients. · You will assist in the training and development of more junior team members to build and develop their knowledge and enhance their career and promotion prospects. · You will provide support to the management team in the operation of an effective system of internal control throughout the Company complying with prescribed policies and procedures. · You will work collaboratively with a cross jurisdictional team on a dedicated client portfolio including attendance at Board and Committee meetings, drafting minutes and other governance and administrative matters. · In addition work closely with in-house client accounting team and depositary team to ensure client deliverables are met. · This is an opportunity to be part of a close-knit, service orientated team and to contribute to the successful performance of our clients. · As with any role level within our business, we are dedicated to the development of our staff and offer support for professional qualifications \u002F studies. Essential Skills · To hold, or be studying towards, a professional qualification recognised by the JFSC preferably ICSA or ACCA. · At least 4 years’ experience in the Finance Industry · Broad knowledge and understanding of company administration and corporate governance. · Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness. · Good minute writing skills. · Proven analytical and problem-solving abilities with the ability to present ideas in user-friendly, business-friendly and technical language. · Excellent communication and customer service skills. · Self-motivated with experience of working in a team-orientated and collaborative environment. · Attention to detail and accuracy with the ability to identify potential risks and escalate when necessary and the ability to draft high quality minutes of meetings. Skills · Excellent organisational and administrative skills, with the ability to identify and suggest procedural improvements. · Ability to multi-task, prioritise workloads, working within allocated deadlines and according to instructions and Company procedures, manage time scales and use own initiative. · Confident in using all systems necessary for day-to-day tasks and ability to identify own training needs. · To be aware of, and convey, the correct professional image and high standards applied by the Company. Desirables · Knowledge of the London Stock Exchange Listing Rules, the UK Corporate Governance Code and\u002For the Association of Investment Companies Code of Corporate Governance would be advantageous but not essential as “on the job” training will be provided. What you will get in return: · A genuinely unique opportunity to be part of an expanding large global business · Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. · A challenging but very rewarding role with continued learning. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":305,"slug":306,"title":302,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":307},4181,"senior-client-officer-coafsjll-apex-financial-services-jersey-limited-2","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 Apex Group is looking for a Senior Client Officer. As a Senior Client Officer, you will provide Corporate and Trustee administration services, including progressive client contact, to a range of regulated collective investment funds and private wealth portfolios professionally and following regulatory requirements, service levels and company standards to meet with client expectations. To give you an idea of how this Senior Client Officer role would look and feel, here are some of the things you could expect to do: Assist with the mentoring, development and coaching of less experienced team members, providing feedback and having input to appraisals Support the manager with delegating work to less experienced staff whilst retaining responsibility, giving clear instructions and timeframes and providing feedback as required Ensure that all weaknesses\u002Fincidents identified concerning service delivery are reported to a Manager, recorded, and agreed actions are properly implemented Contribute to the production and maintenance of operating procedures for all the entities administered To apply for this Senior Client Officer role, your soft skills, expertise, and experience should include: A good understanding of tax issues (e.g IHT, CGT) concerning all client's portfolios administered to enable you to provide a full service to the client An excellent understanding of the relevant legal and regulatory requirements commensurate with responsibilities. As a vital member of our team and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. We'd love you to apply for this full-time Senior Client Officer position in St Helier, and we're waiting to hear from you. Please contact Apex Group today. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":309,"slug":310,"title":302,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":307},4182,"senior-client-officer-coafsjll-apex-financial-services-jersey-limited-3",{"id":312,"slug":313,"title":314,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":315},37326,"manager-coafsjll-apex-financial-services-jersey-limited","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 Manager\u002FVice President - Administration Role Location: Jersey, Channel Islands Department: Fund Administration Employment Type: Permanent, Full Time The Role & Key Responsibilities: As Team Manager you will be responsible in creating and maintaining a high performing team. You will be expected to build and sustain excellent client relationships and help achieve our mission of delivering excellent client service. You will ensure the efficiency of the team is maintained and is in line with the Company’s procedures, deal with client requests for assistance and meet the Company’s SLAs. To ensure that new clients and prospects are brought on efficiently and with a good first impression of Apex. An ability to apply the relevant regulations and rules associated with Apex’s business activities and guide junior members of staff accordingly. Operations Provide leadership Take responsibility for the quality of the team’s output Client service tasks are planned and executed accurately and on time. Ensure that errors are captured and reviewed for improvement opportunity. Work with the Finance Team to review the time recording and billing performance of the team. Measure service performance to support SLA reporting to clients. Proactively manage the resource plan as needed Ensure that sufficient resource is available to meet service delivery expectations. Work with other Team Managers and the Senior Team to achieve all service delivery objectives whether internal or external Work with the Accounting Team to ensure all client accounting requirements are met satisfactorily Act as an Authorised Signatory Development of People Review, recommend and implement agreed changes to business procedures seeking to confirm best practice across all Manager Groups. Ensure that all staff has individual development plans, hold regular one to one meetings and that the skill mix within teams is appropriate for the required task load. To specifically provide the necessary coaching to other Managers to ensure that team deliveries are at the superlative level. To truly foster the spirit of teamwork and client service excellence across the brief. Client Relationship Management Establish and maintain professional day to day relationships with key clients Maintain fluent revenue recording, invoicing and collection processes Maintenance of individual client revenue forecasting models Manage the WIP write off process in conjunction with Finance Department. Conduct with each client a periodic service review to support the CRM initiative. Seek and secure follow on revenue opportunities in conjunction with the Senior Team. To execute the regulatory application process in conjunction with the New Business team To successfully adopt new funds ensuring flawless set up process. Skills Required: Have at least 5 years working within a financial institution, preferably within P.E. Ability to reflect and review your actions and motivate yourself and your team Think creatively and deliver pragmatic solutions Strong IT skills A confident manner and the ability to use appropriate styles of communication with your clients An ability to work under pressure General knowledge of banking\u002Fadministration systems Possess personal qualities of integrity, good communication and discretion Role Model Target Vocational Qualifications – ICSA certificate or diploma, CSQS, ACCA or equivalent Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":317,"slug":318,"title":319,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":320},37327,"assistant-manager-private-clients-coafsjll-apex-financial-services-jersey-limited","Assistant Manager - Private Clients","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 Assistant Manager – Private Clients & Family Office Role Location: Jersey, Channel Islands Department: Private Clients & Family Office Employment Type: Permanent, Full Time The Role & Key Responsibilities: To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. Autonomously administer an allocated portfolio of complex clients, which may contain some key clients of the Company, working directly with the Manager & Director responsible. Assist in managing the team and deputising in the Manager’s absence. Act as focal point for administration and technical queries from members of the team. To actively support the Manager in the training and development of the team to build and develop their knowledge and enhance their career and promotion prospects. As with any role level within our business, we are dedicated to the development of all our staff. · Assist with the mentoring, development and coaching of team members and providing feedback to the Manager; · Where relevant support the Manager with the delegation of work whilst retaining responsibility, giving clear instructions, timeframes and providing feedback; · Encourage a ‘can do’ positive approach, giving constructive feedback and guidance and encouraging open communication within the team; · Maintain accurate reports of time spent on time billing modules, on a daily basis; · Work effectively and efficiently, and ensure all time charged is reasonable and justified; guide and encourage other team members to do the same; · Meet centrally defined, chargeable time requirements and any other specific targets; · Develop strong client relationships and ensure, within own portfolio, the correct work has been billed for, and work with the Manager responsible to raise fee notes on a timely basis; · Ensure knowledge of and compliance with Apex’s policies and procedures as amended from time to time. · Maintain a clear understanding of the risks involved in all business activities carried out with respect to the client base and escalate anything as per Apex’s guidelines and policies; · Demonstrate an excellent understanding of the relevant legal and regulatory requirements, commensurate with responsibilities. In an open and supportive manner, ensure that all breaches\u002Fincidents identified in relation to service delivery are reported to the Manager, recorded and agreed actions are properly implemented; · Contribute to the production and maintenance of operating procedures for all the entities administered using the Company approved formats, acting as a champion for the introduction of new processes; · Ensure all company \u002F trust \u002F partnership \u002F foundation records and statutory registers are properly maintained and updated on a timely basis in the relevant systems, including preparation of letters, minutes or any other documents; · Accurately draft, prepare and review relevant documentation (e.g. compliance files, minutes, forms and documents for the JFSC) and systems (NavOne, banking systems) for the set up \u002F closure of entities; · Take responsibility for the organisation of trustee meetings \u002F board meetings, preparation and distribution of accurate board packs to Directors. Attendance at meetings, and actively contribute to discussions and prepare or review draft minutes; · Prepare accurately all necessary returns \u002F reports to the various authorities, including annual return, regulatory returns and any other ongoing statutory obligations; · Carry out all other company secretarial and trustee activities in compliance with legal and regulatory requirements; · Complete and manage the clearance of any client reviews using appropriate checklists in accordance with the agreed timeframe; · Ensure investment reviews, are completed using appropriate checklists in accordance with the agreed timeframe; · Have a good understanding of tax issues (e.g. IHT, CGT) in relation to all client portfolios administered to enable you to provide a full service to the client; · Maintain a clear understanding of the client’s requirements and expectations; ensuring there is regular and open communication as required and escalate to the Manager \u002F Senior Manager any problems identified; · Ensure that client reports (all correspondence, accounts, investor information etc) are produced to a high standard of accuracy, using approved templates, and distributed in accordance with agreed service levels; · Be the first point of contact with clients, intermediaries, third parties and key client contacts working to build & develop meaningful relationships. Be involved with all steps of the client acceptance process, and look out for cross-selling opportunities for the business; · Generate and check banking instructions; · Acting as a delegate signatory on client bank accounts; · Manage work effectively, conflicting priorities, workload, utilising resources, as necessary to manage client \u002F management expectations ensuring excellent client service.; retaining full responsibility for own work including meeting deadlines where necessary; · Assist the Manager in ensuring that appropriate cover for absences is in place, and that colleagues are fully briefed prior to any personal absence from the office. Demonstrate ability to provide cover in the absence of the Manager. · Assist the Manager on ad hoc projects. Skills Required: · To hold or to be actively working towards a professional qualification recognised by the JFSC. · An excellent understanding of trust and company administration. · A good understanding of applicable laws and legal & regulatory concepts · Ability to analyse a set of financial accounts and identify areas for further discussion \u002F investigation. · Previous experience of working within trust and company business is essential. · Ability to present ideas in user-friendly, business-friendly and technical language. · Self-motivated. · Proven analytical and problem-solving abilities. · Ability to effectively prioritise and execute tasks in a fast paced environment. · Exceptional communication and customer service skills. · Experience working in a team-oriented and collaborative environment. · Act as a role model for other team members and others within the business. · Ability to communicate at all levels. · Effective delegation skills · High standard of oral and written communication skills, to allow effective communication with colleagues at all levels. · Excellent interpersonal skills. · Ability to prioritise workloads and use own initiative. · The ability to work within allocated deadlines and according to instructions and Company procedures. · Confident in using all systems necessary for day-to-day tasks and ability to identify own training needs. · Excellent organisational and administrative skills, with the ability to identify and suggest procedural improvements. · The opportunity to work as part of a high performance team and to contribute to the successful performance of the Company. · To be aware of, and convey, the correct professional image and high standards applied by the Company. · Ensure that own skills and knowledge are kept up to date, meeting regulated CPD requirements. · Collaborative mindset · Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment. · Ability to multi-task, prioritise workloads and manage timescales. · Attention to detail and accuracy. · Strong organisational skills. · A strong desire for self-improvement & career development What you will get in return: · A genuinely unique opportunity to be part of an expanding large global business · Exposure to all aspects of the business, cross-jurisdiction and working with senior management directly Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: recruitment.jersey@apexfs.com Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":322,"slug":323,"title":324,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":325},51653,"mis-manager-apex-financial-services-jersey-limited","MIS 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 Management Information & Governance Analyst A practical governance support role covering MI reporting, data management, system access administration, policies and procedures, training calendar coordination and remaining remediation tasks. Purpose of role The Management Information & Governance Analyst will provide structured operational and governance support across reporting, data quality, system administration, training coordination and supporting any remaining remediation activity. Key responsibilities Management information reporting Produce, maintain and distribute regular MI, KPI and governance reports. Support the development and enhancement of reporting dashboards, metrics and management packs. Analyse trends, identify data anomalies and highlight areas requiring management attention. Coordinate reporting requirements for management committees, ExCo, Board and other governance forums. Ensure reporting is accurate, timely, clearly presented and aligned to agreed business requirements. Data management and quality Maintain data integrity across relevant systems, registers and reporting tools. Perform regular data quality reviews and support remediation of identified issues. Support data cleansing, reconciliation and ongoing data maintenance initiatives. Maintain reporting definitions, data dictionaries and supporting governance documentation where required. Assist with system migrations, enhancements, user acceptance testing and data validation activity. System management and access administration Coordinate user access requests, amendments and removals across relevant business systems. Maintain access registers and appropriate evidence of approvals. Support periodic user access reviews and certification exercises. Help ensure access permissions are aligned to job role requirements, least privilege principles and segregation of duties expectations. Liaise with Technology teams, system owners and business stakeholders regarding user provisioning and access controls. Training calendar coordination Maintain the annual training calendar and coordinate mandatory regulatory, compliance and operational training activity. Schedule training sessions, liaise with presenters and issue relevant communications to attendees. Monitor completion rates, maintain evidence of attendance and prepare training MI for management reporting. Support training needs analysis, role-based learning plans and follow-up on overdue or incomplete training. Remediation support Support the tracking, coordination and closure of any remaining remediation tasks. Skills, experience and knowledge Essential Experience producing MI, KPI packs or governance reporting. Strong Excel skills, including pivot tables, data analysis and reporting outputs. Excellent attention to detail and commitment to data accuracy. Experience maintaining records, trackers or governance documentation. Strong organisation skills and ability to manage competing deadlines. Clear written and verbal communication skills. Confident user of Microsoft Office applications. Desirable Financial services, risk, compliance, remediation or governance experience. Experience administering business systems and user access controls. Familiarity with SharePoint, Power BI, QCore, or similar platforms. The successful candidate will be highly organised, analytical and comfortable working with detailed information. They will be able to manage multiple workstreams, follow through on actions, challenge data quality issues and present information clearly for senior stakeholders. This role would suit someone who enjoys building structure, improving controls and ensuring that reporting, documentation, training activity and residual remediation actions are reliable, well evidenced and delivered to closure. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":136,"slug":137,"title":138,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":327},"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 principal activity of the business is providing Custodian, Depositary and Trustee services to a range of regulated collective investment funds and private wealth portfolios in a professional manner and in accordance with regulatory requirements, service levels and company standards to meet client expectations. The Role & Key Responsibilities: To manage a busy team of staff with varied experience levels, delivering exceptional administration and fiduciary oversight services to a portfolio of funds, fund services entities and corporate structures – which include key clients of the business; To take ownership for the client and intermediary relationships within your designated portfolio; To be responsible for the ongoing development of your team by providing coaching and technical expertise; To work as part of a management team assisting the director group in meeting targets; Ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained; Oversight of the functionaries and service providers in accordance with scheme documents and outsourcing requirements; To build relationships with intermediaries, third parties and key client contacts, be seen as the first point of contact and foster client retention. Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection, and staff productivity; Maintain awareness of risks and clearly understand those risks involved in activities carried out and with respect to own client portfolio; Monitor team compliance with Policies and Procedures; Proactively keep up to date with current industry issues and developments; Support future growth through business development activity as appropriate. Skills Required: To hold, or be studying towards, a relevant professional qualification recognised by the JFSC preferably ICSA or ACCA. Broad knowledge and understanding of a wide range of fiduciary products and the specific service offerings within the corporate and fund services space; Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance and risk awareness. Ability to present ideas in user-friendly, business-friendly and technical language. Ability to use own initiative and prioritise and execute tasks in a fast paced environment. Exceptional communication and customer service skills. Act as a role model for team members and others within the business. Ability to delegate, coach and mentor members of the team. Good interpersonal skills. Excellent organisational and administrative skills, and ability to identify and suggest procedural improvements. Attention to detail and accuracy. Effective management of risk within the clients you have responsibility for Ensure that own skills and professional knowledge are kept up to date, meeting regulated CPD requirements. What you will get in return: A genuinely unique opportunity to be part of an expanding global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":329,"slug":330,"title":61,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":250},51658,"trainee-administrator-apex-financial-services-jersey-limited",{"id":332,"slug":333,"title":334,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":335},14560,"assistant-manager-apex-financial-services-jersey-limited","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 Assistant Manager – Private Clients & Family Office Role Location: Jersey, Channel Islands Department: Private Clients & Family Office Employment Type: Permanent, Full Time The Role & Key Responsibilities: To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. Autonomously administer an allocated portfolio of complex clients, which may contain some key clients of the Company, working directly with the Manager & Director responsible. Assist in managing the team and deputising in the Manager’s absence. Act as focal point for administration and technical queries from members of the team. To actively support the Manager in the training and development of the team to build and develop their knowledge and enhance their career and promotion prospects. As with any role level within our business, we are dedicated to the development of all our staff. Assist with the mentoring, development and coaching of team members and providing feedback to the Manager; Where relevant support the Manager with the delegation of work whilst retaining responsibility, giving clear instructions, timeframes and providing feedback; Encourage a ‘can do’ positive approach, giving constructive feedback and guidance and encouraging open communication within the team; Maintain accurate reports of time spent on time billing modules, on a daily basis; Work effectively and efficiently, and ensure all time charged is reasonable and justified; guide and encourage other team members to do the same; Meet centrally defined, chargeable time requirements and any other specific targets; Develop strong client relationships and ensure, within own portfolio, the correct work has been billed for, and work with the Manager responsible to raise fee notes on a timely basis; Ensure knowledge of and compliance with Apex’s policies and procedures as amended from time to time. Maintain a clear understanding of the risks involved in all business activities carried out with respect to the client base and escalate anything as per Apex’s guidelines and policies; Demonstrate an excellent understanding of the relevant legal and regulatory requirements, commensurate with responsibilities. In an open and supportive manner, ensure that all breaches\u002Fincidents identified in relation to service delivery are reported to the Manager, recorded and agreed actions are properly implemented; Contribute to the production and maintenance of operating procedures for all the entities administered using the Company approved formats, acting as a champion for the introduction of new processes; Ensure all company \u002F trust \u002F partnership \u002F foundation records and statutory registers are properly maintained and updated on a timely basis in the relevant systems, including preparation of letters, minutes or any other documents; Accurately draft, prepare and review relevant documentation (e.g. compliance files, minutes, forms and documents for the JFSC) and systems (NavOne, banking systems) for the set up \u002F closure of entities; Take responsibility for the organisation of trustee meetings \u002F board meetings, preparation and distribution of accurate board packs to Directors. Attendance at meetings, and actively contribute to discussions and prepare or review draft minutes; Prepare accurately all necessary returns \u002F reports to the various authorities, including annual return, regulatory returns and any other ongoing statutory obligations; Carry out all other company secretarial and trustee activities in compliance with legal and regulatory requirements; Complete and manage the clearance of any client reviews using appropriate checklists in accordance with the agreed timeframe; Ensure investment reviews, are completed using appropriate checklists in accordance with the agreed timeframe; Have a good understanding of tax issues (e.g. IHT, CGT) in relation to all client portfolios administered to enable you to provide a full service to the client; Maintain a clear understanding of the client’s requirements and expectations; ensuring there is regular and open communication as required and escalate to the Manager \u002F Senior Manager any problems identified; Ensure that client reports (all correspondence, accounts, investor information etc) are produced to a high standard of accuracy, using approved templates, and distributed in accordance with agreed service levels; Be the first point of contact with clients, intermediaries, third parties and key client contacts working to build & develop meaningful relationships. Be involved with all steps of the client acceptance process, and look out for cross-selling opportunities for the business; Generate and check banking instructions; Acting as a delegate signatory on client bank accounts; Manage work effectively, conflicting priorities, workload, utilising resources, as necessary to manage client \u002F management expectations ensuring excellent client service.; retaining full responsibility for own work including meeting deadlines where necessary; Assist the Manager in ensuring that appropriate cover for absences is in place, and that colleagues are fully briefed prior to any personal absence from the office. Demonstrate ability to provide cover in the absence of the Manager. Assist the Manager on ad hoc projects. Skills Required: To hold or to be actively working towards a professional qualification recognised by the JFSC. An excellent understanding of trust and company administration. A good understanding of applicable laws and legal & regulatory concepts Ability to analyse a set of financial accounts and identify areas for further discussion \u002F investigation. Previous experience of working within trust and company business is essential. Ability to present ideas in user-friendly, business-friendly and technical language. Self-motivated. Proven analytical and problem-solving abilities. Ability to effectively prioritise and execute tasks in a fast paced environment. Exceptional communication and customer service skills. Experience working in a team-oriented and collaborative environment. Act as a role model for other team members and others within the business. Ability to communicate at all levels. Effective delegation skills High standard of oral and written communication skills, to allow effective communication with colleagues at all levels. Excellent interpersonal skills. Ability to prioritise workloads and use own initiative. The ability to work within allocated deadlines and according to instructions and Company procedures. Confident in using all systems necessary for day-to-day tasks and ability to identify own training needs. Excellent organisational and administrative skills, with the ability to identify and suggest procedural improvements. The opportunity to work as part of a high performance team and to contribute to the successful performance of the Company. To be aware of, and convey, the correct professional image and high standards applied by the Company. Ensure that own skills and knowledge are kept up to date, meeting regulated CPD requirements. Collaborative mindset Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment. Ability to multi-task, prioritise workloads and manage timescales. Attention to detail and accuracy. Strong organisational skills. A strong desire for self-improvement & career development What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and working with senior management directly Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: recruitment.jersey@apexfs.com Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us",{"id":337,"slug":338,"title":138,"location":13,"raw_job_location_address_addressLocality":13,"raw_hiringOrganization_logo_url":13,"raw_description":339},14562,"senior-manager-apex-financial-services-jersey-limited","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 Location: Jersey Department: Corporate Services Employment Type: Full time, Permanent The Role & Key Responsibilities: • To manage a busy team of staff with varied experience levels, delivering exceptional company secretarial, administration and financial reporting services to a portfolio of funds, fund services entities and corporate structures – which may include key clients of the business. • To take ownership for the client and intermediary relationships within your designated portfolio of clients. • To be responsible for the ongoing development of your team by providing coaching and technical expertise. • To work as part of a management team assisting the director group in meeting targets. • Responsibility for the supervision, mentoring and training of your team, and ensuring a four-eye principle is consistently applied and a high quality of client service standards is maintained; • Oversight of the corporate calendar for your clients, attending board and committee meetings and overseeing production of quality minutes; • Oversight of client audit process, where required; • To build relationships with intermediaries, third parties and key client contacts, be seen as the first point of contact and foster client retention. • Effective management of working capital requirements of the business, including WIP, recoverability, billing, prompt fee collection, and staff productivity; • Maintain awareness of risks and clearly understand those risks involved in activities carried out and with respect to own client portfolio; • Monitor team compliance with Policies and Procedures; • Proactively keep up to date with current industry issues and developments; • Support future growth through business development activity as appropriate. Skills Required: • To hold, or be studying towards, a relevant professional qualification recognised by the JFSC preferably ICSA or ACCA. • Broad knowledge and understanding of a wide range of fiduciary products and the specific service offerings within the corporate and fund services space; • Proven knowledge of appropriate Jersey legislation and regulation and the ability to demonstrate both compliance, risk and audit awareness. • Ability to present ideas in user-friendly, business-friendly and technical language. • Ability to use own initiative and effectively prioritise and execute tasks in a fast paced environment. • Exceptional communication and customer service skills. • Act as a role model for team members and others within the business. • Ability to delegate, coach and mentor members of the team. • Good interpersonal skills. • Excellent organisational and administrative skills, and ability to identify and suggest procedural improvements. • Attention to detail and accuracy. • Effective management of risk within the clients you have responsibility for • Ensure that own skills and professional knowledge are kept up to date, meeting regulated CPD requirements. What you will get in return: • A genuinely unique opportunity to be part of an expanding large global business. • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit https:\u002F\u002Ftheapexgroup.com\u002Fcsr-policy\u002F If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: recruitment.jersey@apexfs.co Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us","Apex Financial Services (Jersey) Limited ist ein renommierter Anbieter von Finanzdienstleistungen mit Sitz in Saint Helier, Jersey. Das Unternehmen spezialisiert sich auf eine breite Palette von Finanzlösungen und ist bestrebt, Exzellenz und Innovation im Finanzsektor zu bieten. Mit einem starken Fokus auf Kundenzufriedenheit und regulatorische Compliance steht Apex Financial Services (Jersey) Limited als Leuchtturm des Vertrauens und der Zuverlässigkeit in der Finanzdienstleistungsbranche.","Apex Financial Services (Jersey) Limited is a distinguished financial services provider based in Saint Helier, Jersey. Specializing in a wide range of financial solutions, the company is committed to delivering excellence and innovation in the financial sector. With a strong focus on client satisfaction and regulatory compliance, Apex Financial Services (Jersey) Limited stands as a beacon of trust and reliability in the financial services industry.",49.1873169,-2.1162907,"Esplanade","JE1 1ST","Jersey"]