Job description
We are seeking for Senior Shareholder Services Administrator (Know Your Customer / Anti Money Laundering) 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
Diploma or Bachelors 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.
