Transfer Agency Associate

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 Overview

As part of the Investor Services team, you will serve as a key contact for fund investors, fund managers, and internal teams. You will support fund operations by managing investor documentation, maintaining registries, and conducting AML/KYC reviews, ensuring all processes are carried out with accuracy and professionalism.

Key Responsibilities

• Serve as a primary point of contact for investor-related queries across assigned funds.
• Review and process investor documentation, including AML/KYC checks, in compliance with regulations.
• Collaborate with internal teams to onboard new investors and support ongoing investor lifecycle processes.
• Communicate clearly and professionally to ensure client deliverables and deadlines are met.
• Maintain up-to-date knowledge of fund structures, timelines, and documentation.
• Prioritize and organize tasks effectively, ensuring attention to detail and follow-through.
• Work efficiently under pressure and manage tight deadlines without compromising accuracy or service quality.

Required Skills & Qualifications

• Native Hebrew speaker; strong English proficiency preferred.
• Bachelor's degree related field preferred; relevant work experience needed.
• Strong client service orientation with clear verbal and written communication skills.
• Ability to thrive in a fast-paced, deadline-driven environment and perform well under pressure.
• Collaborative mindset with the ability to resolve issues and meet tight timelines.
• Excellent organization, prioritization, and problem-solving skills.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Experience in fund administration, investment operations, or financial services is an advantage.

What We Offer

• A unique opportunity to join a growing global organization.
• Cross-functional and cross-jurisdiction exposure, including collaboration with senior management.
• A supportive, dynamic team environment with opportunities for 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 sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.