Job Description
About the Role: We are seeking a Sr. Shareholder Administrator 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 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 Transfer Agency or Investor Services. Excellent working knowledge of MS Office. Strong written and verbal communication skills. Proficient in verbal and written English. Proficient in verbal and written Mandarin. Proficient in Mantra will be an advantage. Client oriented, solution driven whilst adhering to internal policies and procedures.