
Shareholder Administrator
2 weeks ago
**Job description**:
**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.
- 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**:
**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
- How We Hire
- Bolder Group Identity
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