We are seeking a motivated and detail-oriented Senior Shareholder Administrator to join a growing Investor Services team. This role will involve overseeing KYC/AML processes, investor onboarding, and transaction management, while also guiding junior colleagues. It is an exciting opportunity for someone with a strong background in Transfer Agency or Investor Services who is ready to take on more responsibility and contribute to a collaborative, professional environment.
Key Responsibilities:
- Review and process KYC/AML documentation for new investor accounts.
- Conduct periodic checks and risk assessments to ensure existing investor records remain compliant.
- Handle investor onboarding in systems such as Mantra (or equivalent platforms).
- Process investor transactions, generate contract notes, and prepare investor statements.
- Support FATCA, CRS, and other regulatory reporting requirements.
- Assist in database screenings and ensure data integrity.
- Communicate with clients and colleagues regarding investor files and updates.
- Mentor junior team members and support the team leader in day-to-day operations.
- Carry out additional administrative or compliance-related tasks as needed.
Key Requirements
- Bachelor’s Degree in Finance, Accounting, or Business-related field
- Minimum 2+ years of experience in Transfer Agency / Investor Services / KYC / AML
- Strong communication skills, both written and verbal, with proficiency in English
- Strong attention to detail and good client servicing skills
Interested parties please send your resume to Toh Kai Jing, R23114717 at [email protected].
Regrettably, only shortlisted candidates will be contacted.
EA License Number: 20C0180 | Amethyst Partners | [email protected]