Investor Services Representative

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 & Key Responsibilities:

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

Skills Required:

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

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement.

Salary ranges from CAD $50,000.00 – CAD $51,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.

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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.