About the role:

Manager - Transfer Agency Location: Sydney

Job Responsibilities:

- Provide leadership, guidance, and direction to the operations teams
- Support the Senior Manager, 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 Senior Manager, 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 Senior Manager, 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

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 outstanding 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 https://www.apexgroup.com/corporate-social-responsibility/

“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.”

About Apex Group

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.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us

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📌 Manager, Transfer Agency (New South Wales)
🏢 CO_MGHLTD APEX GROUP HOLDINGS AUSTRALIA PTY
📍 New South Wales