Job Description

Job description

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Join Our Dynamic Team at Bolder Group!

We are seeking for Sr. Shareholder Administrator (KYC / AML / Transfer Agency/ Investor Services) to join and support our growing team. You will be working alongside a group of experienced and amiable industry professionals. If you're a passionate solution driven self-starter, Bolder Group is a perfect place to grow your career.

Key Responsibilities:

Reviewing and processing of all KYC/AML related information of our clients' new investors in our system (Mantra). Ensuring that all KYC/AML related information of the existing investors is up to date, including periodic checks and risk assessments. Communicating with colleagues and clients via email and telephone about the files you are handling. Assisting with all screenings of our databases. Assisting with all required reporting (FATCA, CRS, Proof of Information). Setting up and reviewing new investors in Mantra. Processing investor transactions and generating contract notes and investor statements. Mentoring junior team members and assisting the Team leader. Any other tasks that may be assigned from time to time.

Job requirements

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Ideal experiences and competencies:

Diploma or Bachelor's Degree in Accounting, Finance or Business-related area would be an additional asset. Relevant shareholder service experience in Hedge Funds (preferred) or Private Equity Funds would be an advantage Preferably with at least 2 years' experience in AML/KYC of investor Excellent working knowledge of MS Office. Strong written & verbal communication skills. Proficient in verbal and written English Proficient in Mantra will be an advantage. Client oriented, solution driven whilst adhering to internal policies and procedures.

Our offer:

Proper financial compensation based on your qualifications and experience Opportunity to make a real impact on our team and business Ability to work in an environment that supports personal growth and a balanced professional and personal life Challenging development opportunities at Bolder Group and affiliated

General Information:

Work Setup: 4 days onsite and 1 day work from home Location: 80 Robinson Road Workdays: Weekday work with weekends off (Mondays to Fridays)

If you're interested in learning more about our team, please visit our page:

Working at Bolder

+ https://careers.boldergroup.com/working-at-bolder
How We Hire

+ https://careers.boldergroup.com/how-we-hire
Bolder Group Identity

+ https://boldergroup.com/about-bolder-group/