Manager - Transfer Agency, Australia
Apex Group
Office
Sydney, Shelley St, Australia
Full Time
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, Transfer Agency - Australia
Location : Sydney
Description
This role will be responsible for the day-to-day efficient management of both onshore and offshore operations teams.
Job specification
Provide leadership, guidance, and direction to the operations teams
Support the Head of Transfer Agency in implementing best practice target operating model
Mentor and support Team Leaders and Transfer Agency Operations staff to ensure performance excellence
Collaborate with the Head of Transfer Agency to ensure appropriate people, processes, and procedures are in place to meet client expectations and drive efficiency
Conduct performance reviews, develop team members, and contribute to staff retention strategies
Support the effective allocation of clients and deliverables across the Transfer Agency Operations teams
Partner with CRM team to ensure smooth and professional client relationship management
Assist in the successful onboarding of new clients and seamless transition of work
Lead transition meetings with CRM team
Oversee the performance and service delivery of offshore partners
Contribute to the delivery and execution of operational projects in partnership with the Head of Transfer Agency
Review and approve Incident Reporting
First level escalating for Client enquiries
Skills Required:
Tertiary qualified in Business / Commerce / Finance discipline
Experience with offshoring processes and transformation
5+ years’ operational experience in unit registry
Previous experience of managing teams
Experience in managing client relationships and deliverables
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
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://theapexgroup.com/csr-policy/
Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.
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.
Manager - Transfer Agency, Australia
Office
Sydney, Shelley St, Australia
Full Time
August 11, 2025