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Portfolio Manager
2 months ago
Job Summary:
We are seeking an experienced professional to join our team as an Assistant Manager at Apex Group. As a key member of our client services team, you will be responsible for providing administrative support and relationship management to a portfolio of clients.
Key Responsibilities:
- Provide high-quality administrative support to a book of Private Equity clients.
- Ensure policies and procedures are followed and checklists are completed in a timely manner.
- Respond to client queries in a timely manner and ensure deadlines are monitored and met.
- Maintain accurate statutory databases and registers, ensuring records are up-to-date and correct.
Requirements:
- Qualified or studying towards a professional qualification such as ICSA or ACCA or equivalent.
- A minimum of 4 years trust or funds experience in a professional environment.
- Core skills required:
- Ability to speak and understand English.
- CV Required.
- Keyboard Skills.
- References.
About Us:
Apex Group is a leading global provider of fund services, dedicated to delivering exceptional client experiences and driving business growth. Our team is passionate about delivering high-quality services and building strong relationships with our clients.
